Position in SPGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$302,594
-$654,268 QoQ
Shares Held
785
-59.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,474
of 1,991 holders
Holding Since
Mar 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, 2023CallValue
$601,334
CallShares
1,586
PutValue
$400,889
PutShares
1,057
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, 2026Banco BTG Pactual S.A. holds $886,932 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (34.1% of the industry book) .
All Filings in SPGI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,594 | 743 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $956,862 | 1,831 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $652,191 | 1,340 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $706,568 | 1,340 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $680,854 | 1,340 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,088,693 | 2,186 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $402,963 | 780 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $756,861 | 1,697 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $341,636 | 803 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $343,605 | 780 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $438,491 | 1,200 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $601,334 | 1,500 | Call | Sole | 2023-08-28 | |
| 2023-06-30 | $400,889 | 1,000 | Put | Sole | 2023-08-28 | |
| 2023-03-31 | $310,293 | 900 | Shares | Sole | 2023-05-10 | |
| 2021-03-31 | $235,364 | 667 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||