Position in SPGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$42,382
-$151 QoQ
Shares Held
116
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,784
of 1,991 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 0%
Shared 100%
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, 2026RATIONAL ADVISORS, INC. holds $165,064 across 7 Financial Data & Stock Exchanges names. SPGI ranks #1 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
116 | $42,382 | |
| 2 | CME |
Cme Group Inc.
|
134 | $29,591 | |
| 3 | MCO |
Moodys Corp /De/
|
63 | $28,533 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
200 | $24,622 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
204 | $16,079 | |
| 6 | MSCI |
MSCI Inc.
|
27 | $15,121 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
36 | $8,736 |
All Filings in SPGI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,382 | 110 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $42,533 | 100 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $52,258 | 100 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $43,803 | 90 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $37,964 | 72 | Shares | Other | 2025-07-31 | |
| 2024-03-31 | $83,388 | 196 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $111,892 | 254 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $234,593 | 642 | Shares | Other | 2023-11-09 | |
| 2023-06-30 | $309,887 | 773 | Shares | Other | 2023-08-08 | |
| 2020-12-31 | $100,920 | 307 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $9,014 | 25 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $175,941 | 534 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $134,777 | 550 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||