Position in SPGI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,061,741
-$512,287 QoQ
Shares Held
19,373
+2.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#546
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $7,061,741 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
19,373 | $7,061,741 |
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,061,741 | 18,328 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $7,574,028 | 17,807 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $10,479,497 | 20,053 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $9,538,543 | 19,598 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $10,513,109 | 19,938 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,278,863 | 20,230 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $9,903,325 | 19,885 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $9,595,184 | 18,573 | Shares | Other | 2024-10-16 | |
| 2024-06-30 | $7,872,344 | 17,651 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $8,045,259 | 18,910 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $8,350,936 | 18,957 | Shares | Other | 2024-01-08 | |
| 2023-09-30 | $1,308,167 | 3,580 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $1,435,185 | 3,580 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $1,234,276 | 3,580 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,199,085 | 3,580 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $1,070,250 | 3,505 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,198,247 | 3,555 | Shares | Other | 2022-07-18 | |
| 2022-03-31 | $1,458,188 | 3,555 | Shares | Other | 2022-04-13 | |
| 2021-12-31 | $1,205,780 | 2,555 | Shares | Other | 2022-01-14 | |
| 2021-09-30 | $1,085,593 | 2,555 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $1,050,751 | 2,560 | Shares | Other | 2021-07-30 | |
| 2021-03-31 | $915,696 | 2,595 | Shares | Other | 2021-04-08 | |
| 2020-12-31 | $853,054 | 2,595 | Shares | Other | 2021-01-12 | |
| 2020-09-30 | $970,012 | 2,690 | Shares | Other | 2020-10-16 | |
| 2020-06-30 | $886,300 | 2,690 | Shares | Other | 2020-07-21 | |
| 2020-03-31 | $659,184 | 2,690 | Shares | Other | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||