Position in MSCI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,846,451
+$1,817,345 QoQ
Shares Held
3,297
+6005.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#443
of 1,074 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in MSCI 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. MSCI ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
This page
|
3,297 | $1,846,451 | |
| 2 | SPGI |
S&P Global Inc.
|
1,670 | $608,770 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
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 MSCI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,846,451 | 3,297 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $29,106 | 54 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,780,283 | 3,103 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,754,998 | 3,093 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $38,064 | 66 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $313,287 | 554 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,514,041 | 4,190 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,770,358 | 3,037 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $40,948 | 85 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $100,881 | 180 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $101,817 | 180 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $108,259 | 211 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $94,796 | 202 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $152,235 | 272 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $127,921 | 275 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $107,134 | 254 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $105,510 | 256 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $11,089,509 | 22,052 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $287,351 | 469 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $201,360 | 331 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $167,387 | 314 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $283,433 | 676 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||