Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,642,464
+$133,538 QoQ
Shares Held
22,431
+6.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#508
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $74,594,275 across 11 Financial Data & Stock Exchanges names. SPGI ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
436,020 | $34,367,096 | |
| 2 | CME |
Cme Group Inc.
|
54,241 | $11,978,040 | |
| 3 | SPGI |
S&P Global Inc.
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|
22,431 | $8,642,464 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
48,066 | $5,917,405 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
16,355 | $3,968,867 | |
| 6 | MCO |
Moodys Corp /De/
|
8,127 | $3,680,880 | |
| 7 | COIN |
Coinbase Global, Inc.
|
15,805 | $2,310,532 | |
| 8 | MSCI |
MSCI Inc.
|
3,197 | $1,790,447 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,642,464 | 21,221 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,508,926 | 20,005 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $8,866,784 | 16,967 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,962,873 | 14,306 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $9,632,007 | 18,267 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,966,889 | 19,616 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,937,645 | 17,946 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,676,293 | 18,730 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,973,209 | 15,635 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $4,342,142 | 10,206 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,457,621 | 10,119 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,893,443 | 10,655 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,754,955 | 11,861 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,585,786 | 13,301 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,574,349 | 7,686 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,379,571 | 4,518 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,677,604 | 7,944 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,345,856 | 10,595 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,597,483 | 3,385 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $316,967 | 746 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $278,285 | 678 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $203,253 | 576 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $320,840 | 976 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,131,202 | 3,137 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $903,434 | 2,742 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $599,882 | 2,448 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||