Westside Investment Management, Inc.
Position in SPGI — S&P Global Inc.
CIK 1538383
SANTA MONICA, CA
Position in SPGI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$57,794
-$6,006 QoQ
Shares Held
159
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,763
of 1,991 holders
Holding Since
Mar 2020
25 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, 2026Westside Investment Management, Inc. holds $315,031 across 7 Financial Data & Stock Exchanges names. SPGI ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
583 | $85,228 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
159 | $57,794 | |
| 3 | MSCI |
MSCI Inc.
|
80 | $44,802 | |
| 4 | CME |
Cme Group Inc.
|
201 | $44,386 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
322 | $39,641 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
318 | $25,064 | |
| 7 | MCO |
Moodys Corp /De/
|
40 | $18,116 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,794 | 150 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $63,800 | 150 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $78,388 | 150 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $71,059 | 146 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $41,655 | 79 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,097 | 12 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,976 | 12 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,199 | 12 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $5,351 | 12 | Shares | Sole | 2024-07-17 | |
| 2023-12-31 | $22,466 | 51 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $18,635 | 51 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $20,445 | 51 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $17,583 | 51 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $17,081 | 51 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $15,572 | 51 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $17,190 | 51 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $20,919 | 51 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $24,068 | 51 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $21,669 | 51 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $20,932 | 51 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $17,996 | 51 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $16,765 | 51 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $18,390 | 51 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $16,803 | 51 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $12,497 | 51 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||