Position in SPGI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$65,077
-$8,608 QoQ
Shares Held
153
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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 Mar 31, 2026Sunbelt Securities, Inc. holds $2,780,434 across 9 Financial Data & Stock Exchanges names. SPGI ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
2,990 | $1,304,387 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
6,288 | $533,788 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
1,104 | $310,301 | |
| 4 | CME |
Cme Group Inc.
|
744 | $219,740 | |
| 5 | COIN |
Coinbase Global, Inc.
|
776 | $135,497 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
725 | $114,028 | |
| 7 | MSCI |
MSCI Inc.
|
181 | $97,560 | |
| 8 | SPGI |
S&P Global Inc.
This page
|
153 | $65,077 |
All Filings in SPGI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,077 | 153 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $73,685 | 141 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $67,165 | 138 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $505,671 | 959 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $52,842 | 104 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $477,610 | 959 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $558,466 | 1,081 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $485,247 | 1,088 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $482,034 | 1,133 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $512,324 | 1,163 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $441,049 | 1,207 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $492,693 | 1,229 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $414,068 | 1,201 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $400,253 | 1,195 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $392,985 | 1,287 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $471,883 | 1,400 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $585,326 | 1,427 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $728,659 | 1,544 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $542,584 | 1,277 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $524,144 | 1,277 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $441,793 | 1,252 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $411,569 | 1,252 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $530,803 | 1,472 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $498,832 | 1,514 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||