Position in SPGI
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$7,379,551
-$311,021 QoQ
Shares Held
19,153
+0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#540
of 1,991 holders
Holding Since
Mar 2020
25 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, 2026CX Institutional holds $11,190,053 across 10 Financial Data & Stock Exchanges names. SPGI ranks #1 (65.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
19,153 | $7,379,551 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
4,455 | $1,081,094 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
7,764 | $611,958 | |
| 4 | MCO |
Moodys Corp /De/
|
1,145 | $518,593 | |
| 5 | CME |
Cme Group Inc.
|
2,258 | $498,634 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
3,897 | $479,759 | |
| 7 | MSCI |
MSCI Inc.
|
500 | $280,020 | |
| 8 | COIN |
Coinbase Global, Inc.
|
1,623 | $237,266 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,379,551 | 18,120 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $7,690,572 | 18,081 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $7,793,384 | 14,913 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $7,040,260 | 14,465 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,277,388 | 11,905 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,686,655 | 11,192 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $899,940 | 1,807 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $943,348 | 1,826 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $807,259 | 1,810 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $750,493 | 1,764 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $812,759 | 1,845 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $692,451 | 1,895 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $764,898 | 1,908 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $417,861 | 1,212 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $365,419 | 1,091 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $204,258 | 606 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $843,329 | 2,056 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,371,939 | 7,145 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,310,126 | 5,437 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,329,303 | 5,675 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,067,465 | 5,859 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $106,837 | 325 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $78,610 | 218 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $58,976 | 179 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $15,683 | 64 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||