Position in CBOE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$400,404
-$31,038 QoQ
Shares Held
1,650
+7.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#638
of 977 holders
Holding Since
Mar 2021
16 quarters on record
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $3,498,774 across 10 Financial Data & Stock Exchanges names. CBOE ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
3,297 | $1,846,451 | |
| 2 | SPGI |
S&P Global Inc.
|
1,670 | $608,770 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
This page
|
1,650 | $400,404 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
3,664 | $288,796 | |
| 5 | CME |
Cme Group Inc.
|
834 | $184,172 | |
| 6 | COIN |
Coinbase Global, Inc.
|
433 | $63,300 | |
| 7 | TRU |
TransUnion
|
640 | $46,169 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
306 | $37,671 |
All Filings in CBOE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,404 | 1,650 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $431,442 | 1,535 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $306,722 | 1,222 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $248,192 | 1,012 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $55,736 | 239 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $33,490 | 148 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $23,252 | 119 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $24,379 | 119 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $18,706 | 110 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,981 | 38 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $6,428 | 36 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,623 | 36 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,830 | 35 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $18,122 | 135 | Shares | Sole | 2023-05-09 | |
| 2021-12-31 | $159,348 | 1,222 | Shares | Sole | 2022-01-14 | |
| 2021-03-31 | $120,599 | 1,222 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||