SPGI — S&P GLOBAL INC

Ownership history in Integris Wealth Management, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Integris Wealth Management, LLC reported a position in S&P GLOBAL INC (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.

Peak position
0.06% (2025 Q1)
Avg. % of fund
0.06%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 422 +22 +5.5% 0.05% $205K $484.63
2025 Q2 UNCHANGED 400 — 0% 0.06% $211K $524.12
2025 Q1 ADDED 400 +1 +0.3% 0.06% $203K $504.11
2024 Q3 INITIATED 399 — — 0.06% $206K $510.74
% of Fund (quarterly)    SPGI price (monthly, adj. close)

Other funds also holding SPGI

As of 2025 Q4 — sorted by position size

Valley Forge Capital Management, LP 3Y 7Y 20.83% C Partners Holding GmbH 3Y 7Y 16.23% Spear Holdings RSC Ltd 13.64% PBCay One RSC Ltd 13.64% Milestone Resources Group Ltd 3Y 7Y 12.76% Totem Point Management, LLC 3Y 7Y 11.77% Atalan Capital Partners, LP 3Y 7Y 11.53% TCI Fund Management Ltd 3Y 7Y 11.48% Laurus Global Equity Management Inc. 3Y 11.13% SHERMAN PORFOLIOS, LLC 11.12%
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