Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$158,831
-$1,476,175 QoQ
Shares Held
412
-89.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,689
of 1,991 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $522,435 across 9 Financial Data & Stock Exchanges names. SPGI ranks #2 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
1,868 | $273,082 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
412 | $158,831 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
133 | $32,275 | |
| 4 | CME |
Cme Group Inc.
|
130 | $28,707 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
99 | $12,187 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
102 | $8,039 | |
| 7 | MCO |
Moodys Corp /De/
|
8 | $3,623 | |
| 8 | FDS |
Factset Research Systems Inc
|
15 | $3,451 |
All Filings in SPGI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,831 | 390 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,635,006 | 3,844 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,681,172 | 3,217 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $1,688,883 | 3,470 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,563,415 | 2,965 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $1,371,574 | 2,754 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,347,861 | 2,609 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,062,371 | 2,382 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $927,055 | 2,179 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $841,833 | 1,911 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $889,773 | 2,435 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $751,267 | 1,874 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $634,376 | 1,840 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $221,730 | 662 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $238,478 | 781 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $750,295 | 2,226 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $557,434 | 1,359 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $487,503 | 1,033 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $421,915 | 993 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $381,308 | 929 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||