Position in SPGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$229,694
-$819,194 QoQ
Shares Held
596
-77.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,592
of 1,991 holders
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Derivatives in SPGI
reported options exposure · as of Dec 31, 2020CallValue
$328,729
CallShares
1,057
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Dakota Wealth Management holds $18,266,541 across 5 Financial Data & Stock Exchanges names. SPGI ranks #4 (1.3% of the industry book) .
All Filings in SPGI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,694 | 564 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,048,888 | 2,466 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,577,699 | 3,019 | Shares | Defined | 2026-01-13 | |
| 2025-06-30 | $232,007 | 440 | Shares | Defined | 2025-07-16 | |
| 2022-03-31 | $655,056 | 1,597 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,990,600 | 4,218 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $1,822,352 | 4,289 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,835,122 | 4,471 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,042,378 | 2,954 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,056,866 | 3,215 | Shares | Sole | 2021-02-12 | |
| 2020-12-31 | $328,729 | 1,000 | Call | Sole | 2021-02-12 | |
| 2020-09-30 | $1,070,260 | 2,968 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $224,705 | 682 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||