Position in SPGI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,233,575
-$1,511,814 QoQ
Shares Held
21,369
-11.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#516
of 1,991 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $25,503,117 across 8 Financial Data & Stock Exchanges names. SPGI ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
75,573 | $9,303,792 | |
| 2 | SPGI |
S&P Global Inc.
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|
21,369 | $8,233,575 | |
| 3 | COIN |
Coinbase Global, Inc.
|
21,180 | $3,096,304 | |
| 4 | MCO |
Moodys Corp /De/
|
6,301 | $2,853,848 | |
| 5 | CME |
Cme Group Inc.
|
5,351 | $1,181,661 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
6,567 | $517,610 | |
| 7 | MSCI |
MSCI Inc.
|
390 | $218,415 | |
| 8 | DTCX |
Datacentrex, Inc.
|
55,007 | $97,912 |
All Filings in SPGI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,233,575 | 20,217 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,745,389 | 22,912 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $13,089,834 | 25,048 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,688,341 | 24,015 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $12,198,328 | 23,134 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $11,271,690 | 22,184 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $11,063,735 | 22,215 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $10,471,371 | 20,269 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,270,759 | 14,060 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,700,179 | 13,398 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,297,693 | 12,026 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,827,669 | 10,475 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,860,971 | 9,631 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,260,490 | 9,457 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,320,799 | 6,929 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,332,263 | 7,638 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,203,360 | 6,537 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $758,422 | 1,849 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $1,088,270 | 2,306 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $552,781 | 1,301 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $412,091 | 1,004 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $279,825 | 793 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $206,442 | 628 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $212,032 | 588 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||