Ownership history in Phoenix Financial Ltd. · 12 quarters on record
This page tracks every 13F SEC filing in which Phoenix Financial Ltd. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 2,588 | — | 0% | 0.02% | $1.4M | $484.63 |
| 2025 Q2 | ADDED | 2,588 | +1,067 | +70.2% | 0.02% | $1.3M | $524.12 |
| 2022 Q3 | REDUCED | 1,521 | -536 | -26.1% | 0.01% | $477K | $296.49 |
| 2022 Q2 | REDUCED | 2,057 | -1,316 | -39.0% | 0.01% | $682K | $326.54 |
| 2022 Q1 | REDUCED | 3,373 | -1,550 | -31.5% | 0.02% | $1.4M | $396.40 |
| 2021 Q4 | ADDED | 4,923 | +365 | +8.0% | 0.04% | $2.3M | $455.20 |
| 2021 Q3 | REDUCED | 4,558 | -1,033 | -18.5% | 0.03% | $1.9M | $409.14 |
| 2021 Q1 | REDUCED | 5,591 | -11,545 | -67.4% | 0.04% | $2.0M | $338.50 |
| 2020 Q4 | ADDED | 17,136 | +8,629 | +101.4% | 0.15% | $5.5M | $314.62 |
| 2020 Q3 | REDUCED | 8,507 | -520 | -5.8% | 0.12% | $2.9M | $344.43 |
As of 2025 Q4 — sorted by position size