Position in SPGI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$906,153
-$47,459 QoQ
Shares Held
2,352
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,067
of 1,991 holders
Holding Since
Mar 2021
22 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, 2026Institute for Wealth Management, LLC. holds $5,586,490 across 10 Financial Data & Stock Exchanges names. SPGI ranks #4 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
8,700 | $1,921,221 | |
| 2 | MCO |
Moodys Corp /De/
|
2,146 | $971,966 | |
| 3 | MSCI |
MSCI Inc.
|
1,694 | $948,707 | |
| 4 | SPGI |
S&P Global Inc.
This page
|
2,352 | $906,153 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
3,251 | $400,230 | |
| 6 | FDS |
Factset Research Systems Inc
|
770 | $177,161 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
480 | $116,481 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
920 | $72,514 |
All Filings in SPGI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $906,153 | 2,225 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $953,612 | 2,242 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,179,485 | 2,257 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $768,028 | 1,578 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $810,972 | 1,538 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $812,451 | 1,599 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $793,859 | 1,594 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $828,658 | 1,604 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $716,275 | 1,606 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $721,137 | 1,695 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $517,170 | 1,174 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $423,144 | 1,158 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $464,230 | 1,158 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $408,552 | 1,185 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $387,525 | 1,157 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $314,205 | 1,029 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $346,834 | 1,029 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $422,075 | 1,029 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $446,917 | 947 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $418,516 | 985 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $329,591 | 803 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $252,654 | 716 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||