Strategic Wealth Partners »

S&p Global shares owned by Strategic Wealth Partners

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Strategic Wealth Partners from 13F filings

Historical chart of Strategic Wealth Partners investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in S&p Global by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-03-31 $635k 1.8k 344.85
2022-12-31 $222k 662 335.15
2022-09-30 $239k 781 305.51
2022-06-30 $750k 2.2k 336.93
2022-03-31 $557k 1.4k 409.86
2021-12-31 $488k 1.0k 472.41
2021-09-30 $422k 993 424.97
2021-06-30 $381k 929 410.12
2019-09-30 $15 64 0.23
2019-06-30 $14k 64 218.75
2019-03-31 $14k 64 218.75
2018-12-31 $11k 64 171.88
2018-09-30 $13k 64 203.12
2018-06-30 $17k 84 202.38
2018-03-31 $16k 84 190.48
2017-12-31 $11k 64 171.88