Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in SPGI — S&P Global Inc.
CIK 1510434
Seattle, WA
Position in SPGI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,391,695
-$172,704 QoQ
Shares Held
3,818
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#945
of 1,991 holders
Holding Since
Jun 2020
25 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $7,619,108 across 7 Financial Data & Stock Exchanges names. SPGI ranks #3 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
12,816 | $2,830,157 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
30,706 | $2,420,246 | |
| 3 | SPGI |
S&P Global Inc.
This page
|
3,818 | $1,391,695 | |
| 4 | MCO |
Moodys Corp /De/
|
618 | $279,904 | |
| 5 | MORN |
Morningstar, Inc.
|
1,586 | $247,447 | |
| 6 | MSCI |
MSCI Inc.
|
409 | $229,056 | |
| 7 | TRU |
TransUnion
|
3,058 | $220,603 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,391,695 | 3,612 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $1,564,399 | 3,678 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,749,868 | 5,262 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $2,508,989 | 5,155 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,508,845 | 4,758 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $2,177,208 | 4,285 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,628,557 | 3,270 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,619,603 | 3,135 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,458,865 | 3,271 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,255,077 | 2,950 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $860,335 | 1,953 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $691,721 | 1,893 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $777,325 | 1,939 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $626,102 | 1,816 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $604,231 | 1,804 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $569,477 | 1,865 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $636,706 | 1,889 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $301,892 | 736 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $309,114 | 655 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $279,152 | 657 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $288,956 | 704 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $236,070 | 669 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $219,920 | 669 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $236,192 | 655 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $215,809 | 655 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||