S&p Global shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in S&p Global by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $342k | 703 | 486.49 |
| 2025-06-30 | $494k | 938 | 527.11 |
| 2025-03-31 | $322k | 633 | 507.84 |
| 2024-12-31 | $258k | 519 | 497.72 |
| 2024-09-30 | $534k | 1.0k | 516.46 |
| 2024-06-30 | $289k | 649 | 445.78 |
| 2024-03-31 | $255k | 599 | 425.22 |
| 2023-09-30 | $243k | 666 | 365.23 |
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