Summit Global Investments

Position in SPGI — S&P Global Inc.

CIK 1697953 BOUNTIFUL, UT

Position in SPGI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$259,017

-$10,648 QoQ

Shares Held

672

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,534

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

Summit Global Investments holds $5,467,762 across 4 Financial Data & Stock Exchanges names. SPGI ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	10,145	$2,240,320
2	CBOE	Cboe Global Markets, Inc.	7,179	$1,742,127
3	ICE	Intercontinental Exchange, Inc.	9,961	$1,226,298
4	SPGI	S&P Global Inc. This page	672	$259,017

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$259,017	636	+0.3%	Shares	Sole	2026-08-03
2026-03-31	$269,665	634	-9.3%	Shares	Sole	2026-05-07
2025-12-31	$365,290	699	-3.5%	Shares	Sole	2026-02-18
2025-09-30	$352,378	724	-2.0%	Shares	Sole	2025-11-03
2025-06-30	$389,667	739	-90.4%	Shares	Sole	2025-08-12
2025-03-31	$3,906,780	7,689	+590.2%	Shares	Sole	2025-04-07
2024-12-31	$554,805	1,114	+46.6%	Shares	Sole	2025-02-11
2024-09-30	$392,631	760	-0.5%	Shares	Sole	2024-10-31
2024-06-30	$340,743	764	-42.9%	Shares	Sole	2024-07-22
2024-03-31	$569,677	1,339	-37.6%	Shares	Sole	2024-04-29
2023-12-31	$945,796	2,147	+19.5%	Shares	Sole	2024-02-06
2023-09-30	$656,641	1,797	-8.5%	Shares	Sole	2023-10-16
2023-06-30	$787,347	1,964	-83.6%	Shares	Sole	2023-07-19
2023-03-31	$4,137,240	12,000	-20.8%	Shares	Sole	2023-05-04
2022-12-31	$5,074,006	15,149	-47.1%	Shares	Sole	2023-01-31
2022-09-30	$8,748,276	28,650	+1.4%	Shares	Sole	2022-11-14
2022-06-30	$9,523,629	28,255	+1.8%	Shares	Sole	2022-08-23
2022-03-31	$11,380,032	27,744	-8.2%	Shares	Sole	2022-04-29
2021-12-31	$14,259,836	30,216	+1.3%	Shares	Sole	2022-02-14
2021-09-30	$12,668,095	29,815	+2.4%	Shares	Sole	2021-11-08
2021-06-30	$11,952,304	29,120	-2.4%	Shares	Sole	2022-01-28
2021-03-31	$10,530,700	29,843	-5.0%	Shares	Sole	2022-01-27
2020-12-31	$10,323,106	31,403	-51.4%	Shares	Sole	2021-02-11
2020-09-30	$23,300,528	64,616	+0.5%	Shares	Sole	2020-11-16
2020-06-30	$21,189,518	64,312	-2.2%	Shares	Sole	2020-08-11
2020-03-31	$16,120,125	65,783	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.