Position in SPGI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$374,508
+$35,939 QoQ
Shares Held
1,027
+22.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,389
of 1,991 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $1,239,355 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
7,025 | $864,847 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
1,027 | $374,508 |
All Filings in SPGI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,508 | 972 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $338,569 | 796 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $522,067 | 999 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $464,807 | 955 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $494,070 | 937 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $423,247 | 833 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $445,736 | 895 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $422,594 | 818 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $229,242 | 514 | Shares | Other | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||