Position in SPGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,362,107
-$104,864 QoQ
Shares Held
6,131
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#816
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)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Wellington Shields & Co., LLC holds $2,805,501 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (84.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
6,131 | $2,362,107 | |
| 2 | COIN |
Coinbase Global, Inc.
|
3,033 | $443,394 |
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,362,107 | 5,800 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,466,971 | 5,800 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,031,021 | 5,800 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,017,602 | 6,200 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,269,198 | 6,200 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,353,460 | 6,600 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,486,209 | 7,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,616,340 | 7,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,121,999 | 7,000 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,978,150 | 7,000 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $3,480,107 | 7,900 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $2,886,738 | 7,900 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,167,030 | 7,900 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,723,683 | 7,900 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,813,496 | 8,400 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,564,939 | 8,400 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,831,303 | 8,400 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,445,511 | 8,400 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,200,176 | 8,900 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,781,521 | 8,900 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,653,005 | 8,900 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,140,543 | 8,900 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,925,696 | 8,900 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,209,339 | 8,900 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,932,372 | 8,900 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,180,945 | 8,900 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||