Position in SPGI
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$4,551,945
-$538,523 QoQ
Shares Held
11,814
-6.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#659
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $11,461,895 across 11 Financial Data & Stock Exchanges names. SPGI ranks #1 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
11,814 | $4,551,945 | |
| 2 | CME |
Cme Group Inc.
|
15,963 | $3,525,109 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
20,196 | $2,486,329 | |
| 4 | MCO |
Moodys Corp /De/
|
555 | $251,370 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
3,114 | $245,445 | |
| 6 | MSCI |
MSCI Inc.
|
256 | $143,370 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
425 | $103,134 | |
| 8 | COIN |
Coinbase Global, Inc.
|
457 | $66,808 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,551,945 | 11,177 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $5,090,468 | 11,968 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,735,091 | 16,715 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $10,488,601 | 21,550 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,851,101 | 20,579 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $6,425,432 | 12,646 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $6,943,533 | 13,942 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $7,353,569 | 14,234 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $6,225,267 | 13,958 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $5,757,189 | 13,532 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $5,908,253 | 13,412 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $4,600,511 | 12,590 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $5,107,338 | 12,740 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,431,674 | 12,854 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $4,314,697 | 12,882 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $3,928,938 | 12,867 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $3,090,502 | 9,169 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $3,559,131 | 8,677 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $4,094,936 | 8,677 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,728,409 | 8,775 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,635,355 | 8,857 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $867,001 | 2,457 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,016,761 | 3,093 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,130,480 | 3,135 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,232,857 | 9,812 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,808,028 | 11,459 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||