Position in NDAQ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$288,796
-$41,510 QoQ
Shares Held
3,664
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#747
of 1,081 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in NDAQ 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. NDAQ ranks #4 (8.3% 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.
|
1,650 | $400,404 | |
| 4 | NDAQ |
Nasdaq, Inc.
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|
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 NDAQ
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,796 | 3,664 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $330,306 | 3,891 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $373,659 | 3,847 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $351,765 | 3,977 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $302,418 | 3,382 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $837,039 | 11,034 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $853,888 | 11,045 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $718,564 | 9,842 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $562,346 | 9,332 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $587,776 | 9,315 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $447,794 | 7,702 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $399,749 | 8,227 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $718,238 | 14,408 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $802,938 | 14,687 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $200,307 | 3,265 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $184,663 | 3,258 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,474,206 | 35,887 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $16,191,786 | 90,863 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $21,532,525 | 102,531 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $19,406,423 | 100,541 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $17,732,418 | 100,867 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $14,767,076 | 100,143 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||