Position in SPGI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$17,918,296
+$10,903,571 QoQ
Shares Held
44,528
+213.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026CWM, LLC holds $95,548,228 across 13 Financial Data & Stock Exchanges names. SPGI ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
115,114 | $32,355,091 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
44,528 | $17,918,296 | |
| 3 | CME |
Cme Group Inc.
|
46,992 | $13,879,087 | |
| 4 | MSCI |
MSCI Inc.
|
12,583 | $6,782,362 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
60,327 | $5,121,159 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
30,130 | $4,738,846 | |
| 7 | MCO |
Moodys Corp /De/
|
10,568 | $4,610,290 | |
| 8 | COIN |
Coinbase Global, Inc.
|
19,195 | $3,351,638 |
All Filings in SPGI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,918,296 | 42,127 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,014,725 | 13,423 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,627,043 | 13,616 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $7,587,176 | 14,389 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,071,286 | 11,949 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $10,548,772 | 21,181 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $15,123,019 | 29,273 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $14,248,807 | 31,948 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $13,948,803 | 32,786 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $14,737,595 | 33,455 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $12,263,889 | 33,562 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $13,572,531 | 33,856 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $11,899,393 | 34,514 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $11,515,573 | 34,381 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $12,090,026 | 39,594 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $13,395,100 | 39,741 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $17,669,731 | 43,078 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $20,088,172 | 42,566 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $15,931,206 | 38,814 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $13,696,297 | 38,814 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $12,759,324 | 38,814 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $13,996,327 | 38,814 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $12,788,436 | 38,814 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $9,511,371 | 38,814 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||