Position in SPGI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,985,055
-$367,500 QoQ
Shares Held
5,446
-6.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#857
of 1,991 holders
Holding Since
Mar 2020
24 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, 2026Certified Advisory Corp holds $1,985,055 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
5,446 | $1,985,055 |
All Filings in SPGI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,985,055 | 5,152 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,352,555 | 5,531 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,971,446 | 5,686 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,872,075 | 5,901 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,249,688 | 6,163 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,170,544 | 6,240 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,144,561 | 6,314 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,275,371 | 6,340 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,022,095 | 6,776 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,898,165 | 6,812 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,019,764 | 6,855 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,667,492 | 7,300 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,934,113 | 7,319 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,726,786 | 7,909 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,702,631 | 8,069 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,499,289 | 8,185 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,764,228 | 8,201 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,379,472 | 8,239 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,968,931 | 8,410 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,569,925 | 8,402 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,322,592 | 8,095 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,860,364 | 8,106 | Shares | Sole | 2021-05-10 | |
| 2020-06-30 | $2,868,452 | 8,706 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $2,137,571 | 8,723 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||