Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,336,043
-$505,653 QoQ
Shares Held
6,063
-14.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#817
of 1,991 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Keel Point, LLC holds $5,785,607 across 4 Financial Data & Stock Exchanges names. SPGI ranks #2 (40.4% of the industry book) .
All Filings in SPGI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,336,043 | 5,736 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,841,696 | 6,681 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $931,255 | 1,782 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $886,785 | 1,822 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $925,921 | 1,756 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $820,581 | 1,615 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $754,017 | 1,514 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $708,286 | 1,371 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $561,959 | 1,260 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $494,372 | 1,162 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $435,233 | 988 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $335,446 | 918 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $374,431 | 934 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $287,882 | 835 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $284,699 | 850 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $243,058 | 796 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $259,873 | 771 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $336,347 | 820 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $301,563 | 639 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $258,758 | 609 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $232,314 | 566 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||