Position in SPGI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$15,061,298
-$1,761,323 QoQ
Shares Held
41,318
-1.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#409
of 1,991 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Apollon Wealth Management, LLC holds $28,532,084 across 9 Financial Data & Stock Exchanges names. SPGI ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
41,318 | $15,061,298 | |
| 2 | CME |
Cme Group Inc.
|
19,324 | $4,267,318 | |
| 3 | MCO |
Moodys Corp /De/
|
6,026 | $2,729,295 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
18,794 | $2,313,729 | |
| 5 | MSCI |
MSCI Inc.
|
3,670 | $2,055,346 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
11,637 | $917,228 | |
| 7 | FDS |
Factset Research Systems Inc
|
2,543 | $585,093 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,355 | $328,817 |
All Filings in SPGI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,061,298 | 39,090 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $16,822,621 | 39,551 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $16,259,342 | 31,113 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $14,892,840 | 30,599 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $15,934,705 | 30,220 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $13,938,707 | 27,433 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,841,570 | 19,761 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $9,646,846 | 18,673 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $8,521,721 | 19,107 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $8,073,764 | 18,977 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $8,280,894 | 18,798 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,244,109 | 8,878 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,144,580 | 7,844 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,398,042 | 4,055 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,404,403 | 4,193 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,434,228 | 4,697 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,509,691 | 4,479 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,736,291 | 4,233 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,997,207 | 4,232 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $542,159 | 1,276 | Shares | Sole | 2021-11-15 | |
| 2020-06-30 | $29,323 | 89 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||