S&p Global shares owned by Synergy Financial Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in S&p Global by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 26k | 486.71 |
| 2025-06-30 | $6.7M | 13k | 527.29 |
| 2025-03-31 | $6.2M | 12k | 508.10 |
| 2024-12-31 | $12M | 24k | 495.50 |
| 2024-09-30 | $5.8M | 11k | 516.62 |
More positions owned by Synergy Financial Management
View all positions for Synergy Financial Management