Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$423,143
-$38,776 QoQ
Shares Held
1,098
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,334
of 1,991 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Mutual Advisors, LLC holds $6,196,064 across 7 Financial Data & Stock Exchanges names. SPGI ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
12,031 | $1,758,811 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
5,827 | $1,414,038 | |
| 3 | CME |
Cme Group Inc.
|
4,541 | $1,002,789 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
5,341 | $657,530 | |
| 5 | MCO |
Moodys Corp /De/
|
1,161 | $525,840 | |
| 6 | SPGI |
S&P Global Inc.
This page
|
1,098 | $423,143 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,799 | $413,913 |
All Filings in SPGI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,143 | 1,039 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $461,919 | 1,086 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $617,178 | 1,181 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $674,093 | 1,385 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $855,264 | 1,622 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $842,937 | 1,659 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $742,064 | 1,490 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $829,175 | 1,605 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $650,713 | 1,459 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $625,836 | 1,471 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $614,965 | 1,396 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $488,187 | 1,336 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $535,989 | 1,337 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $457,854 | 1,328 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $379,487 | 1,133 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $330,999 | 1,084 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $224,481 | 666 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $322,401 | 786 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $294,956 | 625 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $252,384 | 594 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $242,986 | 592 | Shares | Sole | 2021-08-12 | |
| 2020-09-30 | $230,062 | 638 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $209,878 | 637 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||