Position in SPGI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,008,375
+$143,659 QoQ
Shares Held
2,617
+21.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,032
of 1,991 holders
Holding Since
Mar 2021
22 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, 2026One Wealth Advisors, LLC holds $2,460,965 across 4 Financial Data & Stock Exchanges names. SPGI ranks #1 (41.0% of the industry book) .
All Filings in SPGI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,008,375 | 2,476 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $864,716 | 2,033 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $931,777 | 1,783 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $955,898 | 1,964 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $999,214 | 1,895 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $959,800 | 1,889 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $717,661 | 1,441 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $744,449 | 1,441 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $646,253 | 1,449 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $596,055 | 1,401 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $495,144 | 1,124 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $407,797 | 1,116 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $451,001 | 1,125 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $384,418 | 1,115 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $299,101 | 893 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $296,800 | 972 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $291,893 | 866 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $340,859 | 831 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $358,666 | 760 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $319,517 | 752 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $308,658 | 752 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $209,251 | 593 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||