Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$28,337,149
-$3,206,913 QoQ
Shares Held
73,546
-6.2% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#292
of 1,991 holders
Holding Since
Mar 2020
26 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, 2026Cetera Investment Advisers holds $147,751,214 across 11 Financial Data & Stock Exchanges names. SPGI ranks #1 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
73,546 | $28,337,149 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
193,766 | $23,854,532 | |
| 3 | CME |
Cme Group Inc.
|
95,270 | $21,038,474 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
84,125 | $20,414,613 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
219,193 | $17,276,792 | |
| 6 | MCO |
Moodys Corp /De/
|
30,959 | $14,021,950 | |
| 7 | COIN |
Coinbase Global, Inc.
|
95,138 | $13,908,224 | |
| 8 | MSCI |
MSCI Inc.
|
9,440 | $5,286,777 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,337,149 | 69,580 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $31,544,062 | 74,162 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $42,786,010 | 81,873 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $43,548,866 | 89,476 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $48,455,846 | 91,896 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $46,287,402 | 91,099 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $44,979,078 | 90,314 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $44,643,722 | 86,415 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $39,944,650 | 89,562 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $37,973,965 | 89,256 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $9,777,781 | 22,196 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,741,941 | 21,187 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,838,601 | 19,553 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,599,588 | 19,142 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,457,979 | 19,281 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,503,890 | 11,475 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,957,083 | 11,740 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,955,383 | 12,081 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,507,894 | 11,671 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,096,555 | 11,995 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $5,251,297 | 12,794 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,322,909 | 3,749 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,356,011 | 4,125 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $767,717 | 2,129 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $647,757 | 1,966 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $444,030 | 1,812 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||