Position in SPGI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$25,968,699
-$8,110,390 QoQ
Shares Held
71,241
-15.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
3.47%
of 13F equity value
Holder Rank
#308
of 1,991 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026WestEnd Advisors, LLC holds $25,981,247 across 9 Financial Data & Stock Exchanges names. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
71,241 | $25,968,699 | |
| 2 | MCO |
Moodys Corp /De/
|
6 | $2,717 | |
| 3 | CME |
Cme Group Inc.
|
12 | $2,649 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
19 | $2,339 | |
| 5 | MSCI |
MSCI Inc.
|
3 | $1,680 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
15 | $1,182 | |
| 7 | COIN |
Coinbase Global, Inc.
|
7 | $1,023 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
3 | $728 |
All Filings in SPGI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,968,699 | 67,399 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $34,079,089 | 80,122 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $38,799,171 | 74,244 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $38,839,946 | 79,801 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,691 | 7 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,572 | 9 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,988 | 6 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,099 | 6 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,229 | 5 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $425 | 1 | Shares | Sole | 2024-05-07 | |
| 2022-03-31 | $1,640 | 4 | Principal | Other | 2022-04-26 | |
| 2021-12-31 | $1,415 | 3 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,274 | 3 | Principal | Sole | 2021-10-26 | |
| 2021-06-30 | $1,231 | 3 | Principal | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||