S&p Global shares owned by WS Portfolio Advisory
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by WS Portfolio Advisory
from 13F filings
Historical chart of WS Portfolio Advisory investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by WS Portfolio Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in S&p Global by WS Portfolio Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $59k | 122 | 486.71 |
| 2025-06-30 | $64k | 122 | 527.29 |
| 2025-03-31 | $203k | 501 | 405.67 |
| 2024-12-31 | $479k | 961 | 498.03 |
| 2024-03-31 | $4.6M | 11k | 425.45 |
| 2023-12-31 | $5.8M | 13k | 440.52 |
| 2023-09-30 | $4.8M | 13k | 365.41 |
| 2023-03-31 | $2.9M | 8.4k | 344.77 |
| 2022-12-31 | $2.8M | 8.4k | 334.94 |