Position in SPGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,286,356
-$1,657,821 QoQ
Shares Held
5,934
-39.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#824
of 1,991 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $13,443,207 across 10 Financial Data & Stock Exchanges names. SPGI ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
60,219 | $7,413,560 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
5,934 | $2,286,356 | |
| 3 | CME |
Cme Group Inc.
|
5,333 | $1,177,686 | |
| 4 | FDS |
Factset Research Systems Inc
|
2,750 | $632,719 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
5,717 | $450,613 | |
| 6 | COIN |
Coinbase Global, Inc.
|
3,024 | $442,078 | |
| 7 | MSCI |
MSCI Inc.
|
667 | $373,546 | |
| 8 | TRU |
TransUnion
|
3,302 | $238,205 |
All Filings in SPGI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,286,356 | 5,614 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,944,177 | 9,273 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,881,512 | 9,341 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,863,990 | 7,939 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,684,960 | 5,092 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,755,993 | 3,456 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,045,364 | 2,099 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,082,319 | 2,095 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $770,687 | 1,728 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $664,978 | 1,563 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $670,911 | 1,523 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $524,728 | 1,436 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $523,562 | 1,306 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $439,926 | 1,276 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $224,074 | 669 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $203,363 | 666 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $221,785 | 658 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $51,836 | 122 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $50,074 | 122 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $21,525 | 61 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $19,066 | 58 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $23,799 | 66 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $22,734 | 69 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $6,126 | 25 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||