Position in SPGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$787,549
+$154,218 QoQ
Shares Held
2,161
+37.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,105
of 1,991 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
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, 2026J.W. COLE ADVISORS, INC. holds $2,988,880 across 7 Financial Data & Stock Exchanges names. SPGI ranks #1 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
2,161 | $787,549 | |
| 2 | MCO |
Moodys Corp /De/
|
1,380 | $625,029 | |
| 3 | COIN |
Coinbase Global, Inc.
|
3,508 | $512,834 | |
| 4 | CME |
Cme Group Inc.
|
1,401 | $309,382 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
2,339 | $287,954 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
3,014 | $237,563 | |
| 7 | MORN |
Morningstar, Inc.
|
1,465 | $228,569 |
All Filings in SPGI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,549 | 2,044 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $633,331 | 1,489 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $663,689 | 1,270 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $478,435 | 983 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $414,977 | 787 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $374,977 | 738 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $223,615 | 449 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $333,736 | 646 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $263,353 | 619 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $201,317 | 457 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||