Position in SPGI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$787,549
-$109,492 QoQ
Shares Held
2,044
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#293
of 656 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026IFP Advisors, Inc holds $7,483,059 across 13 Financial Data & Stock Exchanges names. SPGI ranks #5 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
4,491 | $2,034,063 | |
| 2 | COIN |
Coinbase Global, Inc.
|
7,412 | $1,083,560 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
13,583 | $1,070,612 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
7,068 | $870,141 | |
| 5 | SPGI |
S&P Global Inc.
This page
|
2,044 | $787,549 | |
| 6 | CME |
Cme Group Inc.
|
2,897 | $639,744 | |
| 7 | MSCI |
MSCI Inc.
|
891 | $498,995 | |
| 8 | FDS |
Factset Research Systems Inc
|
1,021 | $234,911 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,549 | 2,044 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $897,041 | 2,109 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,013,824 | 1,940 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,040,099 | 2,137 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,430,010 | 2,712 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,685,308 | 5,285 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,674,420 | 5,370 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,654,393 | 5,138 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $2,151,949 | 4,825 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,143,842 | 5,039 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $2,155,023 | 4,892 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,635,575 | 4,476 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,814,428 | 4,526 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,685,235 | 4,888 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,336,876 | 6,977 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,157,602 | 7,066 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,181,115 | 6,471 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,654,274 | 6,471 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $1,385,114 | 2,935 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,257,249 | 2,959 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,174,707 | 2,862 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,036,026 | 2,936 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,908,273 | 8,847 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,110,174 | 8,625 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,688,556 | 8,160 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $289,404 | 1,181 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||