Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$546,542
+$108,868 QoQ
Shares Held
1,418
+30.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,241
of 1,991 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $1,157,075 across 8 Financial Data & Stock Exchanges names. SPGI ranks #1 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1,418 | $546,542 | |
| 2 | CME |
Cme Group Inc.
|
1,505 | $332,348 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
2,151 | $264,808 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
27 | $6,552 | |
| 5 | MCO |
Moodys Corp /De/
|
9 | $4,076 | |
| 6 | MSCI |
MSCI Inc.
|
3 | $1,680 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
9 | $709 | |
| 8 | TRU |
TransUnion
|
5 | $360 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,542 | 1,342 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $437,674 | 1,029 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $494,370 | 946 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $447,772 | 920 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $480,888 | 912 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $497,937 | 980 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $477,112 | 958 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $479,422 | 928 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $782,728 | 1,755 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $440,765 | 1,036 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $891,171 | 2,023 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $672,353 | 1,840 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $389,263 | 971 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $347,872 | 1,009 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $299,770 | 895 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $284,585 | 932 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $280,770 | 833 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $216,574 | 528 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $234,076 | 496 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $201,822 | 475 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $178,134 | 434 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $148,558 | 421 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $124,259 | 378 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $109,261 | 303 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $57,329 | 174 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,450 | 10 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||