Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,551,591
-$6,726 QoQ
Shares Held
17,004
+4.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#566
of 1,991 holders
Holding Since
Sep 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, 2026Summit Financial, LLC holds $23,691,535 across 8 Financial Data & Stock Exchanges names. SPGI ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
39,065 | $9,479,903 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
17,004 | $6,551,591 | |
| 3 | COIN |
Coinbase Global, Inc.
|
23,394 | $3,419,968 | |
| 4 | MCO |
Moodys Corp /De/
|
3,088 | $1,398,616 | |
| 5 | MSCI |
MSCI Inc.
|
1,826 | $1,022,633 | |
| 6 | CME |
Cme Group Inc.
|
3,527 | $778,867 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
6,236 | $767,713 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
3,454 | $272,244 |
All Filings in SPGI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,551,591 | 16,087 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,558,317 | 15,419 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,922,512 | 11,333 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,704,728 | 11,721 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,297,425 | 11,943 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,753,724 | 11,324 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,698,956 | 11,443 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,993,309 | 11,601 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,094,657 | 11,423 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,345,698 | 3,163 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,436,976 | 3,262 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,181,370 | 3,233 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,337,368 | 3,336 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $645,409 | 1,872 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $623,323 | 1,861 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $450,696 | 1,476 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $346,160 | 1,027 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $537,335 | 1,310 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $425,208 | 901 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $318,667 | 750 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||