Position in SPGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$595,413
+$12,698 QoQ
Shares Held
1,545
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,208
of 1,991 holders
Holding Since
Jun 2021
20 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, 2026CreativeOne Wealth, LLC holds $6,907,548 across 7 Financial Data & Stock Exchanges names. SPGI ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
10,804 | $2,621,805 | |
| 2 | CME |
Cme Group Inc.
|
8,229 | $1,817,209 | |
| 3 | MSCI |
MSCI Inc.
|
1,867 | $1,045,593 | |
| 4 | SPGI |
S&P Global Inc.
This page
|
1,545 | $595,413 | |
| 5 | MCO |
Moodys Corp /De/
|
791 | $358,258 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
2,988 | $235,513 | |
| 7 | COIN |
Coinbase Global, Inc.
|
1,599 | $233,757 |
All Filings in SPGI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,413 | 1,462 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $582,715 | 1,370 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $848,685 | 1,624 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $882,891 | 1,814 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,078,307 | 2,045 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $899,844 | 1,771 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $735,092 | 1,476 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $728,433 | 1,410 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $410,318 | 920 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $689,228 | 1,620 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $354,617 | 805 | Shares | Other | 2024-02-09 | |
| 2023-06-30 | $379,241 | 946 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $280,298 | 813 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $267,282 | 798 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $837,880 | 2,744 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $461,098 | 1,368 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $669,823 | 1,633 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $574,810 | 1,218 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $387,924 | 913 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $323,434 | 788 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||