Position in SPGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,914,582
-$465,143 QoQ
Shares Held
10,160
-6.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#701
of 1,991 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Stratos Wealth Partners, LTD. holds $19,592,123 across 7 Financial Data & Stock Exchanges names. SPGI ranks #4 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
57,539 | $4,535,223 | |
| 2 | CME |
Cme Group Inc.
|
20,267 | $4,475,561 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
35,193 | $4,332,610 | |
| 4 | SPGI |
S&P Global Inc.
This page
|
10,160 | $3,914,582 | |
| 5 | COIN |
Coinbase Global, Inc.
|
10,268 | $1,501,078 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
2,496 | $605,704 | |
| 7 | MCO |
Moodys Corp /De/
|
502 | $227,365 |
All Filings in SPGI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,914,582 | 9,612 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,379,725 | 10,297 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,047,411 | 11,572 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,572,829 | 11,450 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,085,185 | 9,644 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,734,983 | 9,319 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,595,322 | 9,227 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,547,806 | 8,803 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,844,965 | 8,621 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,629,939 | 8,532 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,588,475 | 8,146 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,884,546 | 7,894 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,959,770 | 7,383 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,193,771 | 6,363 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,213,618 | 6,609 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,969,507 | 6,450 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,281,895 | 6,770 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,668,220 | 6,505 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,668,292 | 5,654 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,113,827 | 4,975 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,911,055 | 4,656 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,461,234 | 4,141 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $272,188 | 828 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $312,279 | 866 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||