Position in SPGI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,405,800
+$436,051 QoQ
Shares Held
6,600
+34.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#811
of 1,991 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Derivatives in SPGI
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$52,258
PutShares
106
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $9,954,629 across 7 Financial Data & Stock Exchanges names. SPGI ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
21,846 | $2,689,461 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
6,600 | $2,405,800 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
15,075 | $1,188,211 | |
| 4 | FDS |
Factset Research Systems Inc
|
4,211 | $968,866 | |
| 5 | MSCI |
MSCI Inc.
|
1,666 | $933,026 | |
| 6 | MCO |
Moodys Corp /De/
|
1,959 | $887,270 | |
| 7 | CME |
Cme Group Inc.
|
3,994 | $881,995 |
All Filings in SPGI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,405,800 | 6,244 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,969,749 | 4,631 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,404,436 | 4,601 | Shares | Sole | 2026-02-05 | |
| 2025-12-31 | $52,258 | 100 | Put | Sole | 2026-02-05 | |
| 2025-09-30 | $2,261,254 | 4,646 | Shares | Sole | 2025-11-04 | |
| 2025-09-30 | $48,671 | 100 | Put | Sole | 2025-11-04 | |
| 2025-06-30 | $2,411,824 | 4,574 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,311,346 | 4,549 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,170,414 | 4,358 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,967,805 | 3,809 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,663,579 | 3,730 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,479,289 | 3,477 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $893,374 | 2,028 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $666,873 | 1,825 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $715,187 | 1,784 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $475,093 | 1,378 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $451,834 | 1,349 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $407,336 | 1,334 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $417,617 | 1,239 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $501,239 | 1,222 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $422,377 | 895 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||