Ellevest, Inc.

Position in SPGI — S&P Global Inc.

CIK 1644128 NEW YORK, NY

Position in SPGI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$969,686

-$72,822 QoQ

Shares Held

2,517

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,043

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ellevest, Inc. holds $2,933,011 across 5 Financial Data & Stock Exchanges names. SPGI ranks #1 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	2,517	$969,686
2	MCO	Moodys Corp /De/	1,451	$657,186
3	CME	Cme Group Inc.	2,463	$543,904
4	MSCI	MSCI Inc.	835	$467,633
5	ICE	Intercontinental Exchange, Inc.	2,393	$294,602

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$969,686	2,381	-2.9%	Shares	Sole	2026-08-10
2026-03-31	$1,042,508	2,451	-2.1%	Shares	Sole	2026-05-11
2025-12-31	$1,308,565	2,504	-4.1%	Shares	Sole	2026-02-10
2025-09-30	$1,270,313	2,610	-8.0%	Shares	Sole	2025-11-14
2025-06-30	$1,496,449	2,838	-5.2%	Shares	Sole	2025-08-05
2025-03-31	$1,521,759	2,995	-1.6%	Shares	Sole	2025-05-14
2024-12-31	$1,516,501	3,045	-0.8%	Shares	Sole	2025-02-14
2024-09-30	$1,586,540	3,071	0.0%	Shares	Sole	2024-11-13
2024-06-30	$1,369,665	3,071	+4.3%	Shares	Sole	2024-08-14
2024-03-31	$1,252,524	2,944	-6.0%	Shares	Sole	2024-05-13
2023-12-31	$1,380,149	3,133	-1.5%	Shares	Sole	2024-02-06
2023-09-30	$1,162,734	3,182	+0.1%	Shares	Sole	2023-11-09
2023-06-30	$1,274,830	3,180	+3.8%	Shares	Sole	2023-08-09
2023-03-31	$1,056,720	3,065	+33.3%	Shares	Sole	2023-05-04
2022-12-31	$770,027	2,299	-5.1%	Shares	Sole	2023-02-03
2022-09-30	$739,862	2,423	-2.5%	Shares	Sole	2022-11-02
2022-06-30	$837,594	2,485	-6.8%	Shares	Sole	2022-07-18
2022-03-31	$1,093,949	2,667	+85.1%	Shares	Sole	2022-04-19
2021-12-31	$680,051	1,441	+14.5%	Shares	Sole	2022-01-24
2021-09-30	$534,936	1,259	+24.3%	Shares	Sole	2021-10-19
2021-06-30	$415,785	1,013	+0.8%	Shares	Sole	2021-07-13
2021-03-31	$354,634	1,005	-2.0%	Shares	Sole	2021-05-03
2020-12-31	$337,276	1,026	-2.6%	Shares	Sole	2021-02-04
2020-09-30	$379,711	1,053	+7.8%	Shares	Sole	2020-10-26
2020-06-30	$321,901	977	+11.5%	Shares	Sole	2020-07-06
2020-03-31	$214,663	876	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.