Aprio Wealth Management, LLC

Position in SPGI — S&P Global Inc.

CIK 1803519 ATLANTA, GA

Position in SPGI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$700,471

-$60,462 QoQ

Shares Held

1,922

+1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,145

of 1,991 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $3,241,672 across 8 Financial Data & Stock Exchanges names. SPGI ranks #1 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	1,922	$700,471
2	ICE	Intercontinental Exchange, Inc.	5,418	$667,009
3	MCO	Moodys Corp /De/	953	$431,632
4	CBOE	Cboe Global Markets, Inc.	1,473	$357,452
5	NDAQ	Nasdaq, Inc.	4,031	$317,723
6	MSCI	MSCI Inc.	533	$298,501
7	CME	Cme Group Inc.	1,217	$268,750
8	COIN	Coinbase Global, Inc.	1,369	$200,134

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$700,471	1,818	+1.6%	Shares	Sole	2026-07-24
2026-03-31	$760,933	1,789	-6.2%	Shares	Sole	2026-05-11
2025-12-31	$996,579	1,907	+26.8%	Shares	Sole	2026-01-29
2025-09-30	$732,011	1,504	+2.2%	Shares	Sole	2025-11-12
2025-06-30	$776,170	1,472	-12.1%	Shares	Sole	2025-08-14
2025-03-31	$850,559	1,674	+33.2%	Shares	Sole	2025-05-15
2024-12-31	$626,023	1,257	+19.4%	Shares	Sole	2025-01-13
2024-09-30	$544,000	1,053	+18.4%	Shares	Sole	2024-10-08
2024-06-30	$396,493	889	+27.2%	Shares	Sole	2024-07-10
2024-03-31	$297,389	699	+23.7%	Shares	Sole	2024-04-10
2023-12-31	$248,893	565	—	Shares	Sole	2024-01-17
No filing history on record for this holder in this stock.