WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in SPGI — S&P Global Inc.
CIK 1632972
PLYMOUTH, MN
Position in SPGI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$20,457,397
-$5,697,183 QoQ
Shares Held
56,121
-13.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#344
of 1,991 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $155,919,540 across 11 Financial Data & Stock Exchanges names. SPGI ranks #5 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
390,916 | $30,811,999 | |
| 2 | MCO |
Moodys Corp /De/
|
54,203 | $24,549,622 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
92,310 | $22,400,867 | |
| 4 | CME |
Cme Group Inc.
|
94,881 | $20,952,571 | |
| 5 | SPGI |
S&P Global Inc.
This page
|
56,121 | $20,457,397 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
141,227 | $17,386,455 | |
| 7 | FDS |
Factset Research Systems Inc
|
32,095 | $7,384,417 | |
| 8 | MSCI |
MSCI Inc.
|
10,788 | $6,041,711 |
All Filings in SPGI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,457,397 | 53,095 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $26,154,580 | 61,491 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $46,457,728 | 88,899 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $46,327,007 | 95,184 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $47,840,499 | 90,729 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $44,100,031 | 86,794 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $43,623,914 | 84,441 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $37,464,444 | 84,001 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $35,587,191 | 83,646 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $35,918,676 | 81,537 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $37,280,587 | 102,024 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $316,302 | 789 | Shares | Sole | 2023-07-21 | |
| 2021-09-30 | $10,589,533 | 24,923 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,236,685 | 3,013 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||