Position in SPGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,492,607
-$619,631 QoQ
Shares Held
3,874
-26.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#933
of 2,001 holders
Holding Since
Jun 2021
21 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, 2026Allworth Financial LP holds $18,574,374 across 13 Financial Data & Stock Exchanges names. SPGI ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
55,023 | $12,150,729 | |
| 2 | SPGI |
S&P Global Inc.
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|
3,874 | $1,492,607 | |
| 3 | MCO |
Moodys Corp /De/
|
2,614 | $1,183,932 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
8,565 | $1,054,437 | |
| 5 | MSCI |
MSCI Inc.
|
1,407 | $787,976 | |
| 6 | FDS |
Factset Research Systems Inc
|
2,566 | $590,385 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
4,901 | $386,296 | |
| 8 | COIN |
Coinbase Global, Inc.
|
2,260 | $330,389 |
All Filings in SPGI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,492,607 | 3,665 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,112,238 | 4,966 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,017,197 | 3,860 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,246,464 | 2,561 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,303,461 | 2,472 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,038,048 | 2,043 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $971,656 | 1,951 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $777,513 | 1,505 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $796,554 | 1,786 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $664,127 | 1,561 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $597,345 | 1,356 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $486,726 | 1,332 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $384,052 | 958 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $325,807 | 945 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $148,378 | 443 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $206,111 | 675 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $152,014 | 451 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $216,164 | 527 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $127,421 | 270 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $93,900 | 221 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $6,977 | 17 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||