Position in SPGI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$269,606
+$61,190 QoQ
Shares Held
700
+35.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,519
of 1,991 holders
Holding Since
Mar 2022
10 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, 2026CWS Financial Advisors, LLC holds $269,606 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
700 | $269,606 |
All Filings in SPGI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,606 | 662 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $208,416 | 490 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $240,391 | 460 | Shares | Sole | 2026-02-06 | |
| 2023-12-31 | $506,157 | 1,149 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $472,109 | 1,292 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $542,805 | 1,354 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $466,818 | 1,354 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $435,734 | 1,427 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $480,310 | 1,425 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $303,122 | 739 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||