SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in SPGI — S&P Global Inc.
CIK 1531593
NEW YORK, NY
Position in SPGI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$28,508
-$3,392 QoQ
Shares Held
74
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,815
of 1,991 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Derivatives in SPGI
reported options exposure · as of Jun 30, 2022CallValue
$1,685,299
CallShares
5,285
PutValue
$0
PutShares
0
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, 2026SUMMIT SECURITIES GROUP LLC holds $307,350 across 10 Financial Data & Stock Exchanges names. SPGI ranks #2 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
466 | $211,060 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
74 | $28,508 | |
| 3 | CME |
Cme Group Inc.
|
84 | $18,549 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
131 | $16,127 | |
| 5 | MSCI |
MSCI Inc.
|
17 | $9,520 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
104 | $8,197 | |
| 7 | COIN |
Coinbase Global, Inc.
|
52 | $7,601 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
24 | $5,824 |
All Filings in SPGI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,508 | 70 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $31,900 | 75 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $240,913 | 461 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $261,363 | 537 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $111,258 | 211 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $996 | 2 | Shares | Sole | 2025-02-12 | |
| 2023-06-30 | $171,981 | 429 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $223,410 | 648 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $112,539 | 336 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $368,252 | 1,206 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,685,299 | 5,000 | Call | Sole | 2022-08-02 | |
| 2022-06-30 | $244,705 | 726 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $59,476 | 145 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,690,000 | 5,700 | Put | Sole | 2022-01-18 | |
| 2021-09-30 | $382,401 | 900 | Shares | Sole | 2021-10-20 | |
| 2021-09-30 | $24,218 | 57 | Put | Sole | 2021-10-20 | |
| No filing history on record for this holder in this stock. | ||||||