Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,965,367
-$415,982 QoQ
Shares Held
18,078
-1.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#548
of 1,991 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026World Investment Advisors holds $22,036,069 across 8 Financial Data & Stock Exchanges names. SPGI ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
38,168 | $8,428,639 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
18,078 | $6,965,367 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
30,035 | $3,697,608 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
11,727 | $924,322 | |
| 5 | MCO |
Moodys Corp /De/
|
1,597 | $723,313 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
1,958 | $475,147 | |
| 7 | COIN |
Coinbase Global, Inc.
|
2,870 | $419,565 | |
| 8 | MSCI |
MSCI Inc.
|
718 | $402,108 |
All Filings in SPGI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,965,367 | 17,103 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,381,349 | 17,354 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $9,632,901 | 18,433 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $9,383,282 | 19,279 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $10,452,997 | 19,824 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,967,905 | 19,618 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $9,247,918 | 18,569 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,720,546 | 16,880 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $2,178,263 | 4,884 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $879,830 | 2,068 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,220,680 | 2,771 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||