Position in SPGI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$676,583
-$420,794 QoQ
Shares Held
1,856
-31.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,159
of 1,991 holders
Holding Since
Jun 2020
22 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, 2026WADDELL & ASSOCIATES, LLC holds $2,765,585 across 6 Financial Data & Stock Exchanges names. SPGI ranks #1 (24.5% of the industry book) .
All Filings in SPGI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $676,583 | 1,756 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,097,377 | 2,580 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $564,397 | 1,080 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $521,266 | 1,071 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $564,727 | 1,071 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $404,955 | 797 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $396,929 | 797 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $411,746 | 797 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $355,461 | 797 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $339,083 | 797 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $351,094 | 797 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $291,231 | 797 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $319,509 | 797 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $404,070 | 1,172 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $392,549 | 1,172 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $372,526 | 1,220 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $413,572 | 1,227 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $500,419 | 1,220 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $530,921 | 1,125 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $478,001 | 1,125 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $461,756 | 1,125 | Shares | Sole | 2021-08-16 | |
| 2020-06-30 | $370,665 | 1,125 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||