S&p Global shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in S&p Global
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All positions including S&p Global held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in S&p Global by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $46M | 95k | 481.22 |
| 2025-06-30 | $48M | 91k | 529.61 |
| 2025-03-31 | $44M | 87k | 508.13 |
| 2024-12-31 | $43M | 86k | 498.03 |
| 2024-06-30 | $38M | 84k | 446.00 |
| 2024-03-31 | $36M | 84k | 425.45 |
| 2023-12-31 | $36M | 82k | 440.52 |
| 2023-09-30 | $37M | 102k | 365.41 |
| 2023-06-30 | $316k | 789 | 401.03 |
| 2021-09-30 | $12M | 25k | 464.63 |
| 2021-06-30 | $1.2M | 3.0k | 411.55 |
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