S&p Global shares owned by UMA Financial Services
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in S&p Global
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Quarterly reported holdings in S&p Global by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $223k | 458 | 486.72 |
| 2025-06-30 | $239k | 453 | 527.30 |
| 2025-03-31 | $216k | 425 | 508.10 |
| 2024-12-31 | $221k | 443 | 498.03 |
| 2024-09-30 | $252k | 476 | 528.45 |
| 2024-06-30 | $270k | 552 | 488.79 |
| 2024-03-31 | $236k | 578 | 408.56 |
| 2021-12-31 | $209k | 468 | 446.58 |
| 2021-09-30 | $210k | 474 | 443.04 |
| 2021-06-30 | $200k | 478 | 418.41 |