Strategic Wealth Partners Group LLC
- SEC CIK
- 0001682677
- Latest filing
- Apr 30, 2024
SPGI holding history
S&P Global Inc. in every 13F filed by Strategic Wealth Partners Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SPGI overviewAll 13F holders of SPGIFull Q1 2024 holdings
- Shares (Q1 2024)
- 3,721
- Value
- $1.58M
- % of portfolio
- 0.2%
- Quarters held
- 11
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 3,721 | $1.58M | 0.2% | +42+1.1% | Added | Holders |
| Q4 2023 | 3,679 | $1.62M | 0.2% | −24−0.6% | Reduced | Holders |
| Q3 2023 | 3,703 | $1.35M | 0.2% | +266+7.7% | Added | Holders |
| Q2 2023 | 3,437 | $1.38M | 0.2% | +273+8.6% | Added | Holders |
| Q1 2023 | 3,164 | $1.11M | 0.2% | +919+40.9% | Added | Holders |
| Q4 2022 | 2,245 | $751.0K | 0.2% | −157−6.5% | Reduced | Holders |
| Q3 2022 | 2,402 | $733.0K | 0.2% | +96+4.2% | Added | Holders |
| Q2 2022 | 2,306 | $777.0K | 0.2% | −47−2.0% | Reduced | Holders |
| Q1 2022 | 2,353 | $965.0K | 0.2% | +874+59.1% | Added | Holders |
| Q4 2021 | 1,479 | $697.0K | 0.1% | +79+5.6% | Added | Holders |
| Q3 2021 | 1,400 | $595.0K | 0.1% | – | No prior filing | Holders |