Position in SPGI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$28,512
+$747 QoQ
Shares Held
78
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,812
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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $107,555 across 9 Financial Data & Stock Exchanges names. SPGI ranks #1 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
78 | $28,512 | |
| 2 | MCO |
Moodys Corp /De/
|
44 | $19,928 | |
| 3 | CME |
Cme Group Inc.
|
83 | $18,328 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
107 | $13,172 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
165 | $13,005 | |
| 6 | MSCI |
MSCI Inc.
|
9 | $5,040 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
14 | $3,397 | |
| 8 | COIN |
Coinbase Global, Inc.
|
22 | $3,216 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,512 | 74 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $27,765 | 69 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $33,125 | 67 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $28,088 | 61 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $27,437 | 55 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $26,438 | 55 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $25,914 | 55 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $28,836 | 59 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $24,894 | 59 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $23,747 | 59 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $24,589 | 59 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $20,396 | 59 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $22,377 | 59 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $19,244 | 59 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $18,695 | 59 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $17,044 | 59 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $18,814 | 59 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $22,895 | 59 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $19,198 | 43 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $13,265 | 33 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $12,814 | 33 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $102,489 | 307 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $92,678 | 298 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $11,940 | 35 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $8,727 | 28 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $6,491 | 28 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||