Position in SPGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,459,266
-$138,259 QoQ
Shares Held
8,978
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#726
of 1,991 holders
Holding Since
Jun 2021
21 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $15,525,051 across 8 Financial Data & Stock Exchanges names. SPGI ranks #2 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
9,995 | $4,526,935 | |
| 2 | SPGI |
S&P Global Inc.
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|
8,978 | $3,459,266 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
10,277 | $2,493,919 | |
| 4 | CME |
Cme Group Inc.
|
8,187 | $1,807,935 | |
| 5 | MSCI |
MSCI Inc.
|
3,185 | $1,783,727 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
6,994 | $861,031 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,633 | $375,720 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
2,747 | $216,518 |
All Filings in SPGI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,459,266 | 8,494 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,597,525 | 8,458 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,043,516 | 9,651 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,517,155 | 9,281 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,855,814 | 9,209 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,251,272 | 8,367 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,827,360 | 7,685 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,870,517 | 7,492 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,315,117 | 7,433 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,657,360 | 6,246 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,629,904 | 5,970 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,103,665 | 5,757 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,216,119 | 5,528 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,821,075 | 5,282 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,933,273 | 5,772 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,292,851 | 4,234 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $987,248 | 2,929 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,034,884 | 2,523 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $655,510 | 1,389 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $488,198 | 1,149 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $391,158 | 953 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||