Position in SPGI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,980,912
+$65,607 QoQ
Shares Held
5,141
+8.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#858
of 1,991 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $17,704,826 across 11 Financial Data & Stock Exchanges names. SPGI ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
30,264 | $6,683,199 | |
| 2 | MCO |
Moodys Corp /De/
|
6,176 | $2,797,233 | |
| 3 | SPGI |
S&P Global Inc.
This page
|
5,141 | $1,980,912 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
7,430 | $1,803,038 | |
| 5 | FDS |
Factset Research Systems Inc
|
4,436 | $1,020,634 | |
| 6 | MSCI |
MSCI Inc.
|
1,672 | $936,386 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
9,577 | $754,859 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
4,213 | $518,662 |
All Filings in SPGI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,980,912 | 4,864 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,915,305 | 4,503 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,255,261 | 2,402 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,046,426 | 2,150 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $990,778 | 1,879 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $828,711 | 1,631 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $714,673 | 1,435 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $694,853 | 1,345 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $496,397 | 1,113 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $487,140 | 1,145 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $450,651 | 1,023 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $393,181 | 1,076 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $402,894 | 1,005 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $410,276 | 1,190 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $383,841 | 1,146 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $374,969 | 1,228 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $415,257 | 1,232 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $489,344 | 1,193 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $420,961 | 892 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $349,259 | 822 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $333,695 | 813 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $259,006 | 734 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||