S&p Global shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in S&p Global
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Quarterly reported holdings in S&p Global by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $953k | 2.0k | 486.74 |
| 2025-06-30 | $1.3M | 2.4k | 527.62 |
| 2025-03-31 | $1.3M | 2.5k | 508.11 |
| 2024-12-31 | $1.2M | 2.4k | 498.13 |
| 2024-09-30 | $1.3M | 2.5k | 516.72 |
| 2024-06-30 | $1.3M | 2.8k | 446.07 |
| 2024-03-31 | $1.3M | 2.9k | 425.37 |
| 2023-12-31 | $1.4M | 3.3k | 440.58 |
| 2023-09-30 | $1.2M | 3.3k | 365.46 |
| 2023-06-30 | $1.4M | 3.5k | 400.93 |
| 2023-03-31 | $1.1M | 3.3k | 344.81 |
| 2022-12-31 | $1.2M | 3.5k | 334.97 |
| 2022-09-30 | $990k | 3.2k | 305.26 |
| 2022-06-30 | $819k | 2.4k | 336.90 |
| 2022-03-31 | $916k | 2.2k | 410.21 |
| 2021-12-31 | $936k | 2.0k | 472.25 |
| 2021-09-30 | $900k | 2.1k | 424.93 |
| 2021-06-30 | $918k | 2.2k | 410.37 |
| 2021-03-31 | $780k | 2.2k | 353.10 |
| 2020-12-31 | $1.1M | 3.3k | 328.61 |
| 2020-09-30 | $1.1M | 3.0k | 360.47 |
| 2020-06-30 | $767k | 2.3k | 329.47 |
| 2020-03-31 | $391k | 1.6k | 244.83 |
| 2019-12-31 | $408k | 1.5k | 273.28 |
| 2019-09-30 | $373k | 1.5k | 244.91 |
| 2019-06-30 | $422k | 1.9k | 227.74 |
| 2019-03-31 | $437k | 2.1k | 212.86 |
| 2018-12-31 | $396k | 2.4k | 164.25 |