Position in SPGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$453,880
-$25,051 QoQ
Shares Held
1,245
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,307
of 1,991 holders
Holding Since
Mar 2022
18 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, 2026Optas, LLC holds $3,051,314 across 5 Financial Data & Stock Exchanges names. SPGI ranks #3 (14.9% of the industry book) .
All Filings in SPGI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,880 | 1,178 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $478,931 | 1,126 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $596,796 | 1,142 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $494,008 | 1,015 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $492,487 | 934 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $458,813 | 903 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $842,665 | 1,692 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $430,860 | 834 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $359,027 | 805 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $335,679 | 789 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $339,198 | 770 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $263,460 | 721 | Shares | Other | 2023-10-31 | |
| 2023-06-30 | $285,833 | 713 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $231,339 | 671 | Shares | Other | 2023-04-18 | |
| 2022-12-31 | $200,292 | 598 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $207,331 | 679 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $203,583 | 604 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $237,493 | 579 | Shares | Other | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||