Position in SPGI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$22,855,023
-$5,219,541 QoQ
Shares Held
59,318
-15.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#327
of 1,991 holders
Holding Since
Mar 2021
22 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, 2026Crestwood Advisors Group, LLC holds $41,872,551 across 10 Financial Data & Stock Exchanges names. SPGI ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
59,318 | $22,855,023 | |
| 2 | CME |
Cme Group Inc.
|
67,639 | $14,936,720 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
8,001 | $985,003 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
8,771 | $691,330 | |
| 5 | MCO |
Moodys Corp /De/
|
1,525 | $690,703 | |
| 6 | MSCI |
MSCI Inc.
|
1,051 | $588,602 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
1,341 | $325,420 | |
| 8 | FDS |
Factset Research Systems Inc
|
1,321 | $303,935 |
All Filings in SPGI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,855,023 | 56,119 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $28,074,564 | 66,005 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $39,068,828 | 74,760 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $38,235,452 | 78,559 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $42,193,749 | 80,020 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $40,680,010 | 80,063 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $40,148,187 | 80,614 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $41,244,362 | 79,835 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $35,279,044 | 79,101 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $33,100,435 | 77,801 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $32,806,403 | 74,472 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $27,061,166 | 74,057 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $29,048,888 | 72,461 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $24,785,173 | 71,889 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $23,928,786 | 71,442 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $22,676,204 | 74,263 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $25,270,733 | 74,974 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $50,892,256 | 124,073 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $50,336,053 | 106,660 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $44,168,590 | 103,953 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $41,298,659 | 100,618 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $33,464,077 | 94,834 | Shares | Sole | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||