Position in SPGI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,349,698
-$114,322 QoQ
Shares Held
3,703
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#952
of 1,991 holders
Holding Since
Mar 2022
18 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, 2026MATHER GROUP, LLC. holds $4,582,327 across 9 Financial Data & Stock Exchanges names. SPGI ranks #1 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
3,703 | $1,349,698 | |
| 2 | FDS |
Factset Research Systems Inc
|
2,562 | $589,464 | |
| 3 | CME |
Cme Group Inc.
|
2,567 | $566,870 | |
| 4 | MCO |
Moodys Corp /De/
|
1,214 | $549,844 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
5,884 | $463,776 | |
| 6 | MSCI |
MSCI Inc.
|
663 | $371,306 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
1,224 | $297,028 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
2,385 | $293,617 |
All Filings in SPGI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,349,698 | 3,503 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,464,020 | 3,442 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,426,385 | 4,643 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,423,815 | 4,980 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,621,686 | 4,972 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,428,209 | 4,779 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,381,579 | 4,782 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,676,608 | 5,181 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,495,815 | 5,596 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $2,362,523 | 5,553 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $2,473,079 | 5,614 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,083,202 | 5,701 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,882,178 | 4,695 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,553,878 | 4,507 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,306,732 | 6,887 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $2,060,806 | 6,749 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,860,571 | 5,520 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,202,237 | 2,931 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||