Position in SPGI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$589,505
-$39,998 QoQ
Shares Held
1,617
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,215
of 1,991 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $7,591,032 across 6 Financial Data & Stock Exchanges names. SPGI ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
20,831 | $2,564,504 | |
| 2 | MCO |
Moodys Corp /De/
|
5,532 | $2,505,553 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
10,398 | $819,570 | |
| 4 | CME |
Cme Group Inc.
|
3,391 | $748,834 | |
| 5 | SPGI |
S&P Global Inc.
This page
|
1,617 | $589,505 | |
| 6 | FDS |
Factset Research Systems Inc
|
1,578 | $363,066 |
All Filings in SPGI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,505 | 1,530 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $629,503 | 1,480 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,225,996 | 2,346 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,133,547 | 2,329 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $904,302 | 1,715 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $698,129 | 1,374 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $684,293 | 1,374 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $709,835 | 1,374 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $612,803 | 1,374 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $584,568 | 1,374 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $605,274 | 1,374 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $502,073 | 1,374 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $521,958 | 1,302 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $431,652 | 1,252 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $419,344 | 1,252 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $382,298 | 1,252 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $379,192 | 1,125 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $461,452 | 1,125 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $530,921 | 1,125 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $478,001 | 1,125 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $461,756 | 1,125 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $379,335 | 1,075 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||