Position in SPGI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,227,074
+$53,987 QoQ
Shares Held
3,185
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#978
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,849,571 across 11 Financial Data & Stock Exchanges names. SPGI ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
24,554 | $5,422,259 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
22,058 | $2,715,560 | |
| 3 | SPGI |
S&P Global Inc.
This page
|
3,185 | $1,227,074 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
11,151 | $878,921 | |
| 5 | MCO |
Moodys Corp /De/
|
508 | $230,083 | |
| 6 | FDS |
Factset Research Systems Inc
|
610 | $140,348 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
360 | $87,361 | |
| 8 | COIN |
Coinbase Global, Inc.
|
477 | $69,732 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,227,074 | 3,013 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,173,087 | 2,758 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $741,555 | 1,419 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $658,031 | 1,352 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $707,095 | 1,341 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $774,344 | 1,524 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $801,828 | 1,610 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $934,565 | 1,809 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $802,799 | 1,800 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $727,944 | 1,711 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $766,064 | 1,739 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $618,273 | 1,692 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $726,011 | 1,811 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $481,988 | 1,398 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $198,954 | 594 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $201,225 | 659 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $338,071 | 1,003 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $459,811 | 1,121 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $444,086 | 941 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $436,786 | 1,028 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $467,913 | 1,140 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $391,685 | 1,110 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $375,738 | 1,143 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $420,459 | 1,166 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $416,133 | 1,263 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $313,418 | 1,279 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||