Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,817,017
-$1,909,360 QoQ
Shares Held
7,311
-37.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#772
of 1,991 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $19,972,703 across 8 Financial Data & Stock Exchanges names. SPGI ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
48,870 | $10,791,962 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
7,311 | $2,817,017 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
19,056 | $2,345,984 | |
| 4 | MCO |
Moodys Corp /De/
|
3,336 | $1,510,941 | |
| 5 | FDS |
Factset Research Systems Inc
|
5,399 | $1,242,201 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
5,948 | $468,820 | |
| 7 | MSCI |
MSCI Inc.
|
772 | $432,350 | |
| 8 | COIN |
Coinbase Global, Inc.
|
2,486 | $363,428 |
All Filings in SPGI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,817,017 | 6,917 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,726,377 | 11,112 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,974,059 | 5,691 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,251,033 | 4,625 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,432,389 | 4,613 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,309,314 | 4,545 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,128,082 | 4,273 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $973,312 | 1,884 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $921,433 | 2,066 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $724,966 | 1,704 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $325,984 | 740 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $346,407 | 948 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $327,927 | 818 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $280,640 | 814 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $284,698 | 850 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $256,798 | 841 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $298,971 | 887 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $363,007 | 885 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $396,419 | 840 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $406,619 | 957 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $382,538 | 932 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $255,477 | 724 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $223,536 | 680 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $225,014 | 624 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $205,595 | 624 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||