S&p Global shares owned by True Wealth Design
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in S&p Global
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Quarterly reported holdings in S&p Global by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $214k | 503 | 425.34 |
| 2025-12-31 | $43k | 82 | 522.60 |
| 2025-09-30 | $73k | 150 | 487.20 |
| 2025-06-30 | $80k | 151 | 527.81 |
| 2025-03-31 | $6.2k | 12 | 514.50 |
| 2024-12-31 | $1.6k | 3 | 523.00 |
| 2022-12-31 | $11k | 34 | 330.29 |