Position in SPGI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,899,053
+$1,249,134 QoQ
Shares Held
4,929
+205.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#872
of 1,991 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Sendero Wealth Management, LLC holds $9,411,593 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
61,023 | $7,512,540 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
4,929 | $1,899,053 |
All Filings in SPGI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,899,053 | 4,663 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $649,919 | 1,528 | Shares | Other | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||