Position in SPGI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$13,949,876
-$925,113 QoQ
Shares Held
36,205
-2.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.91%
of 13F equity value
Holder Rank
#424
of 1,991 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Advocacy Wealth Management, LLC holds $25,404,086 across 4 Financial Data & Stock Exchanges names. SPGI ranks #1 (54.9% of the industry book) .
All Filings in SPGI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,949,876 | 34,253 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $14,874,989 | 34,972 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $15,292,551 | 29,263 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,117,132 | 24,896 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||