Position in ICE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$727,456
+$221,801 QoQ
Shares Held
5,909
+83.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#914
of 1,650 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ICE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026SPWM Advisors LLC holds $1,168,622 across 2 Financial Data & Stock Exchanges names. ICE ranks #1 (62.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
This page
|
5,909 | $727,456 | |
| 2 | SPGI |
S&P Global Inc.
|
1,210 | $441,166 |
All Filings in ICE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,456 | 5,909 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $505,655 | 3,215 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||