Position in SPGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,724,308
+$763,400 QoQ
Shares Held
40,811
+9.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#404
of 1,991 holders
Holding Since
Mar 2020
26 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, 2026Wealthfront Advisers LLC holds $70,387,117 across 9 Financial Data & Stock Exchanges names. SPGI ranks #1 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
40,811 | $15,724,308 | |
| 2 | CME |
Cme Group Inc.
|
56,285 | $12,429,416 | |
| 3 | MCO |
Moodys Corp /De/
|
25,667 | $11,625,097 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
41,145 | $9,984,657 | |
| 5 | COIN |
Coinbase Global, Inc.
|
57,618 | $8,423,175 | |
| 6 | MSCI |
MSCI Inc.
|
7,894 | $4,420,955 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
35,568 | $4,378,776 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
39,091 | $3,081,152 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,724,308 | 38,610 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $14,960,908 | 35,174 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $21,646,200 | 41,421 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $19,501,497 | 40,068 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $21,474,941 | 40,727 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $19,478,521 | 38,336 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $16,942,979 | 34,020 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $16,374,272 | 31,695 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,285,001 | 29,787 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,063,016 | 30,704 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $13,231,898 | 30,037 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $12,464,499 | 34,111 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $13,901,661 | 34,677 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $10,256,563 | 29,749 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $9,189,080 | 27,435 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,990,682 | 22,894 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,600,759 | 25,517 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $9,377,944 | 22,863 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,628,728 | 14,046 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $5,407,999 | 12,728 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,279,762 | 10,427 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,147,953 | 8,921 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,762,975 | 8,405 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,294,802 | 9,137 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,126,765 | 9,490 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,368,653 | 9,666 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||