Position in SPGI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$70,509
-$37,102 QoQ
Shares Held
193
-27.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,751
of 1,991 holders
Holding Since
Sep 2021
20 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, 2026JFS WEALTH ADVISORS, LLC holds $727,461 across 11 Financial Data & Stock Exchanges names. SPGI ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
6,117 | $482,141 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
193 | $70,509 | |
| 3 | MCO |
Moodys Corp /De/
|
90 | $40,762 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
159 | $38,584 | |
| 5 | MSCI |
MSCI Inc.
|
55 | $30,802 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
207 | $25,483 | |
| 7 | CME |
Cme Group Inc.
|
96 | $21,199 | |
| 8 | COIN |
Coinbase Global, Inc.
|
64 | $9,356 |
All Filings in SPGI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,509 | 183 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $107,611 | 253 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $102,950 | 197 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $70,086 | 144 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $75,929 | 144 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $77,739 | 153 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $81,178 | 163 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $100,740 | 195 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $86,523 | 194 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $106,787 | 251 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $89,425 | 203 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $60,658 | 166 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $40,890 | 102 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $35,166 | 102 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $33,494 | 100 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $36,031 | 118 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $45,166 | 134 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $63,167 | 154 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $68,901 | 146 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $62,033 | 146 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||