Florida Trust Wealth Management Co

Position in SPGI — S&P Global Inc.

CIK 1651023 SANIBEL, FL

Position in SPGI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,111,818

-$139,506 QoQ

Shares Held

5,793

+3.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#844

of 1,991 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Florida Trust Wealth Management Co holds $13,709,232 across 6 Financial Data & Stock Exchanges names. SPGI ranks #4 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	16,339	$3,608,140
2	CBOE	Cboe Global Markets, Inc.	14,653	$3,555,842
3	ICE	Intercontinental Exchange, Inc.	28,092	$3,458,406
4	SPGI	S&P Global Inc. This page	5,793	$2,111,818
5	FDS	Factset Research Systems Inc	3,348	$770,307
6	MCO	Moodys Corp /De/	452	$204,719

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,111,818	5,481	+3.6%	Shares	Sole	2026-07-27
2026-03-31	$2,251,324	5,293	-17.8%	Shares	Sole	2026-05-15
2025-12-31	$3,365,478	6,440	+20.5%	Shares	Defined	2026-01-20
2025-09-30	$2,601,464	5,345	-8.8%	Shares	Defined	2025-10-29
2025-06-30	$3,088,864	5,858	+3.9%	Shares	Defined	2025-08-13
2025-03-31	$2,864,667	5,638	+4.3%	Shares	Defined	2025-04-15
2024-12-31	$2,692,847	5,407	-0.1%	Shares	Defined	2025-01-15
2024-09-30	$2,794,914	5,410	-0.3%	Shares	Defined	2024-10-08
2024-06-30	$2,419,102	5,424	+0.9%	Shares	Defined	2024-07-22
2024-03-31	$2,286,792	5,375	+1.0%	Shares	Defined	2024-05-21
2023-12-31	$2,344,886	5,323	—	Shares	Defined	2024-02-16
No filing history on record for this holder in this stock.