S&p Global shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in S&p Global by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 11k | 486.70 |
| 2025-06-30 | $4.5M | 8.6k | 527.27 |
| 2025-03-31 | $3.3M | 6.5k | 508.11 |
| 2024-12-31 | $2.5M | 5.1k | 498.04 |
| 2024-09-30 | $1.8M | 3.4k | 516.55 |
| 2024-06-30 | $1.1M | 2.5k | 446.04 |
| 2024-03-31 | $968k | 2.3k | 425.45 |
| 2023-12-31 | $900k | 2.0k | 440.52 |
| 2023-09-30 | $780k | 2.1k | 365.41 |
| 2023-06-30 | $983k | 2.5k | 400.89 |
| 2023-03-31 | $430k | 1.2k | 344.77 |
| 2022-12-31 | $374k | 1.1k | 334.94 |
| 2022-09-30 | $447k | 1.5k | 305.33 |
| 2022-06-30 | $394k | 1.2k | 336.75 |
| 2018-03-31 | $165k | 165k | 1.00 |
| 2017-12-31 | $144k | 794 | 181.36 |