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XML Financial, LLC

Position in SPGI — S&P Global Inc.

CIK 1800465 BETHESDA, MD

Position in SPGI

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$638,824
+$238,154 QoQ
Shares Held
1,753
+76.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,175
of 1,991 holders
Holding Since
Dec 2023
11 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, 2026

XML Financial, LLC holds $1,689,615 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (37.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 SPGI
S&P Global Inc.
This page
1,753 $638,824

All Filings in SPGI

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $638,824 1,658
2026-03-31 $400,670 942
2025-12-31 $411,278 787
2025-09-30 $448,259 921
2025-06-30 $485,634 921
2025-03-31 $442,555 871
2024-12-31 $387,965 779
2024-09-30 $373,516 723
2024-06-30 $293,467 658
2024-03-31 $265,055 623
2023-12-31 $228,189 518