Position in SPGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$209,987
+$12,630 QoQ
Shares Held
576
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,635
of 1,991 holders
Holding Since
Jun 2020
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, 2026Crewe Advisors LLC holds $2,095,484 across 7 Financial Data & Stock Exchanges names. SPGI ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
3,957 | $1,792,204 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
576 | $209,987 | |
| 3 | CME |
Cme Group Inc.
|
260 | $57,415 | |
| 4 | COIN |
Coinbase Global, Inc.
|
131 | $19,150 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
49 | $6,032 | |
| 6 | MSCI |
MSCI Inc.
|
10 | $5,600 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
21 | $5,096 |
All Filings in SPGI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,987 | 545 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $197,357 | 464 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $227,326 | 435 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $156,720 | 322 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $175,587 | 333 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $167,673 | 330 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $337,664 | 678 | Shares | Sole | 2025-01-27 | |
| 2024-06-30 | $432,619 | 970 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $386,734 | 909 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $251,358 | 627 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $145,837 | 423 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $142,014 | 424 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $213,134 | 698 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $176,619 | 524 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $13,946 | 34 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $16,045 | 34 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $22,519 | 53 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $21,753 | 53 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $22,230 | 63 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $19,723 | 60 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $16,948 | 47 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $5,271 | 16 | Shares | Sole | 2020-07-24 | |
| No filing history on record for this holder in this stock. | ||||||