Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$415,405
-$34,604 QoQ
Shares Held
1,078
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,346
of 1,991 holders
Holding Since
Jun 2021
21 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $2,313,104 across 5 Financial Data & Stock Exchanges names. SPGI ranks #4 (18.0% of the industry book) .
All Filings in SPGI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,405 | 1,020 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $450,009 | 1,058 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $594,184 | 1,137 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $659,492 | 1,355 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $697,604 | 1,323 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $609,211 | 1,199 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $584,189 | 1,173 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $666,439 | 1,290 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $649,821 | 1,457 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $564,146 | 1,326 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $541,839 | 1,230 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $433,010 | 1,185 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $538,395 | 1,343 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $365,456 | 1,060 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $281,014 | 839 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $271,150 | 888 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $318,858 | 946 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $280,973 | 685 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $300,147 | 636 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $243,886 | 574 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $284,031 | 692 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||