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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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All positions including S&p Global held by Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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