Position in SPGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,431,111
+$1,149,536 QoQ
Shares Held
3,714
+430.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#940
of 1,991 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Wealthspire Advisors, LLC holds $81,058,736 across 5 Financial Data & Stock Exchanges names. SPGI ranks #2 (1.8% of the industry book) .
All Filings in SPGI
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,431,111 | 3,514 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $281,575 | 662 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $988,217 | 1,891 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $321,228 | 660 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $548,381 | 1,040 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $349,572 | 688 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $382,487 | 768 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $336,836 | 652 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $299,711 | 672 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $236,124 | 555 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $330,830 | 751 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $225,457 | 617 | Shares | Sole | 2023-11-06 | |
| 2022-12-31 | $413,316 | 1,234 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $468,154 | 992 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $917,337 | 2,159 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $1,218,813 | 3,454 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $838,261 | 2,550 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $664,225 | 1,842 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $566,376 | 1,719 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $666,781 | 2,721 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||