Ownership history in Bellwether Advisors, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Bellwether Advisors, LLC reported a position in S&P GLOBAL INC COM (SPGI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 3,901 | -1,151 | -22.8% | 0.31% | $1.9M | $484.63 |
| 2025 Q2 | REDUCED | 5,052 | -2,205 | -30.4% | 0.46% | $2.7M | $524.12 |
| 2025 Q1 | ADDED | 7,257 | +7,247 | +72470.0% | 0.77% | $3.7M | $504.11 |
| 2024 Q4 | REDUCED | 10 | -15 | -60.0% | 0.00% | $5K | $493.23 |
| 2022 Q3 | REDUCED | 25 | -23 | -47.9% | 0.00% | $7K | $296.49 |
| 2022 Q1 | ADDED | 48 | +45 | +1500.0% | 0.01% | $19K | $396.40 |
| 2021 Q4 | UNCHANGED | 3 | — | 0% | 0.00% | $1K | $455.20 |
| 2021 Q3 | INITIATED | 3 | — | — | 0.00% | $1K | $409.14 |
As of 2025 Q4 — sorted by position size