Position in SPGI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$526,994
+$164,605 QoQ
Shares Held
1,368
+51.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,248
of 1,991 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $4,791,226 across 6 Financial Data & Stock Exchanges names. SPGI ranks #2 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
12,526 | $3,039,684 | |
| 2 | SPGI |
S&P Global Inc.
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|
1,368 | $526,994 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
2,910 | $358,250 | |
| 4 | MCO |
Moodys Corp /De/
|
781 | $353,730 | |
| 5 | FDS |
Factset Research Systems Inc
|
1,130 | $259,990 | |
| 6 | MSCI |
MSCI Inc.
|
451 | $252,578 |
All Filings in SPGI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,994 | 1,294 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $362,389 | 852 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,667,014 | 7,017 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $3,156,314 | 6,485 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,291,344 | 6,242 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $281,995 | 555 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $269,434 | 541 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $214,913 | 416 | Shares | Sole | 2025-01-03 | |
| 2023-09-30 | $347,870 | 952 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||