Position in SPGI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$320,920
-$23,180 QoQ
Shares Held
833
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,448
of 1,991 holders
Holding Since
Dec 2021
14 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, 2026Modera Wealth Management, LLC holds $8,389,997 across 3 Financial Data & Stock Exchanges names. SPGI ranks #3 (3.8% of the industry book) .
All Filings in SPGI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,920 | 788 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $344,100 | 809 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $467,195 | 894 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $470,161 | 966 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $506,198 | 960 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $499,462 | 983 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $573,730 | 1,152 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $498,538 | 965 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $428,159 | 960 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $399,072 | 938 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $413,207 | 938 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $332,523 | 910 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $387,660 | 967 | Shares | Sole | 2023-08-07 | |
| 2021-12-31 | $940,556 | 1,993 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||