Position in SPGI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,037,291
-$162,593 QoQ
Shares Held
2,692
-9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,025
of 1,991 holders
Holding Since
Mar 2020
26 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, 2026Checchi Capital Advisers, LLC holds $4,223,388 across 6 Financial Data & Stock Exchanges names. SPGI ranks #2 (24.6% of the industry book) .
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,037,291 | 2,547 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,199,884 | 2,821 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,382,250 | 2,645 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,332,125 | 2,737 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,626,162 | 3,084 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,568,504 | 3,087 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,513,015 | 3,038 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,647,501 | 3,189 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,392,857 | 3,123 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,316,767 | 3,095 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,357,242 | 3,081 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,193,428 | 3,266 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,356,611 | 3,384 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,126,363 | 3,267 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,001,470 | 2,990 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $928,569 | 3,041 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,089,377 | 3,232 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,383,947 | 3,374 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,103,372 | 2,338 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $993,392 | 2,338 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $967,841 | 2,358 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $823,245 | 2,333 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $785,664 | 2,390 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $997,058 | 2,765 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $908,705 | 2,758 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $628,553 | 2,565 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||