Position in SPGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,813,935
-$227,696 QoQ
Shares Held
4,708
-7.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#882
of 1,991 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $6,663,221 across 8 Financial Data & Stock Exchanges names. SPGI ranks #1 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
4,708 | $1,813,935 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
8,245 | $1,015,041 | |
| 3 | FDS |
Factset Research Systems Inc
|
4,138 | $952,071 | |
| 4 | MCO |
Moodys Corp /De/
|
2,070 | $937,544 | |
| 5 | CME |
Cme Group Inc.
|
3,056 | $674,856 | |
| 6 | MSCI |
MSCI Inc.
|
921 | $515,796 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
5,810 | $457,944 | |
| 8 | COIN |
Coinbase Global, Inc.
|
2,025 | $296,034 |
All Filings in SPGI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,813,935 | 4,454 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,041,631 | 4,800 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,832,960 | 5,421 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,393,829 | 6,973 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,866,617 | 7,333 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,854,954 | 7,587 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,513,645 | 9,063 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,693,153 | 11,020 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,969,331 | 11,142 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,028,971 | 4,769 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,050,620 | 4,655 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,724,735 | 4,720 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,902,623 | 4,746 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $875,026 | 2,538 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $750,600 | 2,241 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $742,000 | 2,430 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $769,170 | 2,282 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $895,012 | 2,182 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $689,017 | 1,460 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $443,585 | 1,044 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $331,233 | 807 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||