HBK Sorce Advisory LLC

Position in SPGI — S&P Global Inc.

CIK 1379995 ERIE, PA

Position in SPGI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,179,832

-$105,545 QoQ

Shares Held

3,062

-4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#988

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HBK Sorce Advisory LLC holds $1,933,771 across 4 Financial Data & Stock Exchanges names. SPGI ranks #1 (61.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	3,062	$1,179,832
2	CME	Cme Group Inc.	1,444	$318,878
3	NDAQ	Nasdaq, Inc.	3,030	$238,824
4	ICE	Intercontinental Exchange, Inc.	1,594	$196,237

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,179,832	2,897	-4.1%	Shares	Sole	2026-08-06
2026-03-31	$1,285,377	3,022	-0.1%	Shares	Sole	2026-05-11
2025-12-31	$1,580,312	3,024	+4.9%	Shares	Sole	2026-02-09
2025-09-30	$1,403,185	2,883	-1.9%	Shares	Sole	2025-10-16
2025-06-30	$1,550,232	2,940	-8.9%	Shares	Sole	2025-08-04
2025-03-31	$1,640,146	3,228	-1.3%	Shares	Sole	2025-04-23
2024-12-31	$1,628,557	3,270	-0.9%	Shares	Sole	2025-02-10
2024-09-30	$1,704,329	3,299	-4.0%	Shares	Sole	2024-11-12
2024-06-30	$1,532,901	3,437	-3.7%	Shares	Sole	2024-08-08
2024-03-31	$1,518,856	3,570	+3.5%	Shares	Sole	2024-05-09
2023-12-31	$1,518,912	3,448	-6.7%	Shares	Sole	2024-01-25
2023-09-30	$1,349,824	3,694	0.0%	Shares	Sole	2023-11-06
2023-06-30	$1,480,887	3,694	-2.4%	Shares	Sole	2023-08-04
2023-03-31	$1,304,609	3,784	-41.9%	Shares	Sole	2023-08-15
2022-12-31	$2,180,459	6,510	+144.4%	Shares	Sole	2023-02-09
2022-09-30	$813,452	2,664	+3.1%	Shares	Sole	2022-11-14
2022-06-30	$871,300	2,585	+41.6%	Shares	Sole	2022-08-15
2022-03-31	$748,988	1,826	+1.8%	Shares	Sole	2022-05-13
2021-12-31	$846,170	1,793	+1.6%	Shares	Sole	2022-02-15
2021-09-30	$749,930	1,765	+2.7%	Shares	Sole	2021-11-15
2021-06-30	$705,563	1,719	-0.1%	Shares	Sole	2021-08-12
2021-03-31	$607,289	1,721	+47.7%	Shares	Sole	2021-05-14
2020-12-31	$382,970	1,165	-14.1%	Shares	Sole	2021-02-12
2020-09-30	$488,973	1,356	-8.9%	Shares	Sole	2020-11-13
2020-06-30	$490,595	1,489	-4.3%	Shares	Sole	2020-08-14
2020-03-31	$381,297	1,556	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.