S&p Global shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in S&p Global
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Download as csvQuarterly reported holdings in S&p Global by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $314k | 645 | 486.98 |
| 2025-06-30 | $392k | 744 | 527.24 |
| 2025-03-31 | $374k | 735 | 508.43 |
| 2024-12-31 | $252k | 505 | 498.08 |
| 2024-09-30 | $278k | 538 | 516.32 |
| 2024-06-30 | $234k | 525 | 446.26 |
| 2024-03-31 | $233k | 547 | 425.36 |
| 2023-12-31 | $245k | 556 | 440.87 |
| 2023-06-30 | $206k | 514 | 400.89 |
| 2023-03-31 | $233k | 675 | 344.77 |
| 2022-06-30 | $210k | 622 | 337.62 |
| 2022-03-31 | $253k | 616 | 410.71 |
| 2021-12-31 | $283k | 600 | 471.67 |
| 2021-09-30 | $247k | 581 | 425.13 |
| 2021-06-30 | $238k | 581 | 409.64 |
| 2021-03-31 | $201k | 571 | 352.01 |
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