Position in SPGI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$579,938
-$113,366 QoQ
Shares Held
1,505
-12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,225
of 1,991 holders
Holding Since
Dec 2021
8 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, 2026Capital Investment Advisors, LLC holds $3,618,460 across 4 Financial Data & Stock Exchanges names. SPGI ranks #2 (16.0% of the industry book) .
All Filings in SPGI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $579,938 | 1,424 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $693,304 | 1,630 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $941,184 | 1,801 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $785,063 | 1,613 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $847,355 | 1,607 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $266,244 | 524 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $201,702 | 405 | Shares | Sole | 2025-01-13 | |
| 2021-12-31 | $236,436 | 501 | Shares | Sole | 2022-01-10 | |
| No filing history on record for this holder in this stock. | ||||||