SPINNAKER TRUST

Position in SPGI — S&P Global Inc.

CIK 1158970 PORTLAND, ME

Position in SPGI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$735,511

+$23,492 QoQ

Shares Held

1,909

+7.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,126

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Financial Services · as of Jun 30, 2026

SPINNAKER TRUST holds $2,939,546 across 5 Financial Data & Stock Exchanges names. SPGI ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/	2,340	$1,059,832
2	SPGI	S&P Global Inc. This page	1,909	$735,511
3	FDS	Factset Research Systems Inc	2,903	$667,922
4	CME	Cme Group Inc.	1,194	$263,671
5	ICE	Intercontinental Exchange, Inc.	1,727	$212,610

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$735,511	1,806	+7.9%	Shares	Sole	2026-08-03
2026-03-31	$712,019	1,674	-3.9%	Shares	Sole	2026-04-23
2025-12-31	$910,351	1,742	0.0%	Shares	Sole	2026-02-10
2025-09-30	$847,848	1,742	0.0%	Shares	Sole	2025-11-05
2025-06-30	$918,539	1,742	+13.3%	Shares	Sole	2025-08-04
2025-03-31	$780,949	1,537	0.0%	Shares	Sole	2025-04-25
2024-12-31	$765,472	1,537	-0.4%	Shares	Sole	2025-01-30
2024-09-30	$797,144	1,543	+2.7%	Shares	Sole	2024-10-31
2024-06-30	$670,337	1,503	0.0%	Shares	Sole	2024-07-31
2024-03-31	$639,451	1,503	+0.4%	Shares	Sole	2024-05-06
2023-12-31	$659,458	1,497	0.0%	Shares	Sole	2024-02-02
2023-09-30	$547,018	1,497	0.0%	Shares	Sole	2023-11-08
2023-06-30	$600,132	1,497	0.0%	Shares	Sole	2023-08-01
2023-03-31	$516,120	1,497	0.0%	Shares	Sole	2023-04-13
2022-12-31	$501,405	1,497	0.0%	Shares	Sole	2023-02-02
2022-09-30	$457,108	1,497	0.0%	Shares	Sole	2022-10-28
2022-06-30	$504,578	1,497	-1.3%	Shares	Sole	2022-07-25
2022-03-31	$622,242	1,517	-9.0%	Shares	Sole	2022-05-02
2021-12-31	$786,707	1,667	0.0%	Shares	Sole	2022-01-31
2021-09-30	$708,291	1,667	0.0%	Shares	Sole	2021-11-02
2021-06-30	$684,220	1,667	0.0%	Shares	Sole	2021-08-09
2021-03-31	$588,234	1,667	0.0%	Shares	Sole	2021-04-30
2020-12-31	$547,992	1,667	0.0%	Shares	Sole	2021-01-26
2020-09-30	$601,120	1,667	0.0%	Shares	Sole	2020-10-27
2020-06-30	$549,243	1,667	0.0%	Shares	Sole	2020-07-21
2020-03-31	$408,498	1,667	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.