Position in SPGI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,320,112
-$569,196 QoQ
Shares Held
9,108
-5.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#735
of 1,991 holders
Holding Since
Mar 2020
26 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, 2026Prospera Financial Services Inc holds $11,364,839 across 7 Financial Data & Stock Exchanges names. SPGI ranks #1 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
9,108 | $3,320,112 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
8,106 | $1,967,083 | |
| 3 | CME |
Cme Group Inc.
|
8,360 | $1,846,138 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
13,971 | $1,719,969 | |
| 5 | COIN |
Coinbase Global, Inc.
|
7,226 | $1,056,368 | |
| 6 | MCO |
Moodys Corp /De/
|
2,141 | $969,701 | |
| 7 | FDS |
Factset Research Systems Inc
|
2,110 | $485,468 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,320,112 | 8,617 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,889,308 | 9,144 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,617,605 | 8,836 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,258,712 | 8,750 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,664,407 | 8,846 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,236,537 | 8,338 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,459,814 | 6,947 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,542,980 | 6,858 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,130,027 | 7,018 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,139,395 | 7,379 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $927,735 | 2,106 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $787,093 | 2,154 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $890,777 | 2,222 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $755,735 | 2,192 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $739,547 | 2,208 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $693,449 | 2,271 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $525,813 | 1,560 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $901,985 | 2,199 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $958,961 | 2,032 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $941,131 | 2,215 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,498,142 | 3,650 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,191,995 | 3,378 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $666,993 | 2,029 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $158,663 | 440 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $656,653 | 1,993 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $503,087 | 2,053 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||