Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,027,801
-$270,258 QoQ
Shares Held
10,454
-2.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#692
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, 2026Independent Advisor Alliance holds $10,059,448 across 9 Financial Data & Stock Exchanges names. SPGI ranks #1 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
10,454 | $4,027,801 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
15,528 | $1,911,651 | |
| 3 | MCO |
Moodys Corp /De/
|
2,706 | $1,225,600 | |
| 4 | CME |
Cme Group Inc.
|
3,360 | $741,988 | |
| 5 | COIN |
Coinbase Global, Inc.
|
4,615 | $674,666 | |
| 6 | FDS |
Factset Research Systems Inc
|
2,331 | $536,316 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
1,663 | $403,559 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
3,449 | $271,849 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,027,801 | 9,890 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,298,059 | 10,105 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,973,963 | 13,345 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,504,392 | 13,364 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,239,950 | 11,834 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,705,454 | 11,229 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,626,742 | 11,298 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,129,520 | 9,929 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,659,360 | 10,447 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,582,946 | 10,772 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,433,813 | 12,335 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,423,286 | 12,105 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,808,274 | 11,994 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,878,318 | 11,249 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,832,384 | 11,442 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,015,657 | 13,151 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $4,196,733 | 12,451 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,113,713 | 12,467 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,966,080 | 6,285 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,126,999 | 5,006 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,028,854 | 4,943 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,578,034 | 4,472 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,337,930 | 4,070 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,150,032 | 17,055 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $568,353 | 1,725 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $421,976 | 1,722 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||