Position in SPGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,259,166
-$950,346 QoQ
Shares Held
17,171
-4.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#581
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Derivatives in SPGI
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$3,621,801
PutShares
9,936
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $17,655,671 across 11 Financial Data & Stock Exchanges names. SPGI ranks #1 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
17,171 | $6,259,166 | |
| 2 | COIN |
Coinbase Global, Inc.
|
33,343 | $4,874,413 | |
| 3 | MCO |
Moodys Corp /De/
|
4,541 | $2,056,709 | |
| 4 | CME |
Cme Group Inc.
|
5,839 | $1,289,426 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
8,600 | $1,058,746 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
9,393 | $740,356 | |
| 7 | MSCI |
MSCI Inc.
|
1,218 | $682,128 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,342 | $325,663 |
All Filings in SPGI
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,259,166 | 16,245 | Shares | Sole | 2026-07-24 | |
| 2026-06-30 | $3,621,801 | 9,400 | Put | Sole | 2026-07-24 | |
| 2026-03-31 | $7,209,512 | 16,950 | Shares | Sole | 2026-04-07 | |
| 2026-03-31 | $498,329 | 9,400 | Put | Sole | 2026-04-07 | |
| 2025-12-31 | $8,852,674 | 16,940 | Shares | Sole | 2026-01-20 | |
| 2025-12-31 | $141,892 | 9,400 | Put | Sole | 2026-01-20 | |
| 2025-09-30 | $8,305,706 | 17,065 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,930,420 | 7,454 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,740,632 | 7,362 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,543,981 | 7,116 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,795,607 | 7,347 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,244,649 | 7,275 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,980,702 | 7,006 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,926,814 | 6,644 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,175,285 | 5,953 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,264,627 | 5,649 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,725,229 | 5,004 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,687,762 | 5,039 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,686,142 | 5,522 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,732,825 | 5,141 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,070,178 | 5,047 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,620,607 | 3,434 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,348,175 | 3,173 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,184,969 | 2,887 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $879,352 | 2,492 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $766,598 | 2,332 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $970,013 | 2,690 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $849,728 | 2,579 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $620,221 | 2,531 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||