Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,527,047
-$348,676 QoQ
Shares Held
6,559
-8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#796
of 1,991 holders
Holding Since
Dec 2021
19 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, 2026Western Wealth Management, LLC holds $7,786,927 across 6 Financial Data & Stock Exchanges names. SPGI ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
11,765 | $2,598,064 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
6,559 | $2,527,047 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
8,841 | $1,088,415 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
10,911 | $860,005 | |
| 5 | COIN |
Coinbase Global, Inc.
|
2,578 | $376,877 | |
| 6 | MCO |
Moodys Corp /De/
|
743 | $336,519 |
All Filings in SPGI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,527,047 | 6,205 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,875,723 | 6,761 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $2,714,332 | 5,194 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,592,704 | 5,327 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,591,103 | 4,914 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,307,282 | 4,541 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,030,966 | 4,078 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,993,120 | 3,858 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,661,349 | 3,725 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,309,535 | 3,078 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,262,089 | 2,865 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $831,307 | 2,275 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $276,213 | 689 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $249,268 | 723 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $224,744 | 671 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $604,287 | 1,979 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $593,225 | 1,760 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $755,551 | 1,842 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $299,203 | 634 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||