Position in SPGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$297,707
-$53,198 QoQ
Shares Held
773
-11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,485
of 1,991 holders
Holding Since
Mar 2021
21 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, 2026CVA Family Office, LLC holds $1,264,618 across 11 Financial Data & Stock Exchanges names. SPGI ranks #1 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
773 | $297,707 | |
| 2 | MCO |
Moodys Corp /De/
|
649 | $293,945 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
1,672 | $205,839 | |
| 4 | MSCI |
MSCI Inc.
|
265 | $148,410 | |
| 5 | CME |
Cme Group Inc.
|
656 | $144,864 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
869 | $68,494 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
184 | $44,651 | |
| 8 | COIN |
Coinbase Global, Inc.
|
257 | $37,570 |
All Filings in SPGI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,707 | 731 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $350,905 | 825 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $407,097 | 779 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $389,368 | 800 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $422,359 | 801 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $409,528 | 806 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $371,530 | 746 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $370,933 | 718 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $312,199 | 700 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $296,113 | 696 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $306,161 | 695 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $232,035 | 635 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $284,230 | 709 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $213,412 | 619 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $189,911 | 567 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $96,185 | 315 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $109,544 | 325 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $230,110 | 561 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $146,770 | 311 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $125,597 | 306 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $75,867 | 215 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||