Position in SPGI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,294
+$5,294 QoQ
Shares Held
14
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,923
of 1,991 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $188,527 across 7 Financial Data & Stock Exchanges names. SPGI ranks #5 (2.8% of the industry book) .
All Filings in SPGI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,294 | 13 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $0 | 0 | Shares | Sole | 2025-05-08 | |
| 2023-12-31 | $0 | 0 | Shares | Sole | 2024-02-05 | |
| 2023-06-30 | $0 | 0 | Shares | Sole | 2023-08-07 | |
| 2021-09-30 | $12,746 | 30 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $57,873 | 141 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $110,801 | 314 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $103,221 | 314 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $508,445 | 1,410 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $98,844 | 300 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $85,277 | 348 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||