Position in SPGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,737
+$3,059 QoQ
Shares Held
20
+66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,901
of 1,991 holders
Holding Since
Sep 2020
19 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, 2026IMA Advisory Services, Inc. holds $66,250 across 9 Financial Data & Stock Exchanges names. SPGI ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
254 | $31,269 | |
| 2 | TRU |
TransUnion
|
138 | $9,955 | |
| 3 | SPGI |
S&P Global Inc.
This page
|
20 | $7,737 | |
| 4 | CME |
Cme Group Inc.
|
35 | $7,729 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
97 | $7,645 | |
| 6 | LSEGY |
London Stock Exchange Group plc
|
28 | $757 | |
| 7 | MSCI |
MSCI Inc.
|
1 | $560 | |
| 8 | MCO |
Moodys Corp /De/
|
1 | $452 |
All Filings in SPGI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,737 | 19 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,678 | 11 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,567 | 3 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,460 | 3 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,581 | 3 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $13,432 | 26 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $9,500 | 26 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $10,423 | 26 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $8,964 | 26 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $8,708 | 26 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $7,939 | 26 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $8,763 | 26 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $10,664 | 26 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $12,270 | 26 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,047 | 26 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $10,671 | 26 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,174 | 26 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $8,546 | 26 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $9,375 | 26 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||