Position in SPGI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,419,531
-$32,553 QoQ
Shares Held
6,280
+3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#809
of 1,991 holders
Holding Since
Sep 2024
8 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, 2026Retirement Planning Group, LLC holds $2,797,610 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (86.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
6,280 | $2,419,531 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
1,558 | $378,079 |
All Filings in SPGI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,419,531 | 5,941 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,452,084 | 5,765 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,003,847 | 5,748 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,799,069 | 5,751 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,029,808 | 5,746 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,917,510 | 5,742 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,869,648 | 5,762 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,965,399 | 5,740 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||