Position in SPGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$187,640
-$19,500 QoQ
Shares Held
515
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,677
of 1,991 holders
Holding Since
Mar 2020
24 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, 2026Key Financial Inc holds $1,396,057 across 8 Financial Data & Stock Exchanges names. SPGI ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
2,564 | $1,161,286 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
515 | $187,640 | |
| 3 | CME |
Cme Group Inc.
|
56 | $12,366 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
84 | $10,341 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
38 | $9,221 | |
| 6 | MSCI |
MSCI Inc.
|
13 | $7,280 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
69 | $5,438 | |
| 8 | COIN |
Coinbase Global, Inc.
|
17 | $2,485 |
All Filings in SPGI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,640 | 487 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $207,140 | 487 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $255,546 | 489 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $238,001 | 489 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $256,790 | 487 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $247,444 | 487 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $242,540 | 487 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $298,089 | 577 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $254,665 | 571 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $166,350 | 391 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $222,903 | 506 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $184,897 | 506 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $202,850 | 506 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $166,179 | 482 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $152,062 | 454 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $138,628 | 454 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $153,025 | 454 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $186,221 | 454 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $139,691 | 296 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $125,767 | 296 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $121,493 | 296 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $84,335 | 239 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $78,566 | 239 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $8,331 | 34 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||