Center for Financial Planning, Inc.

Position in SPGI — S&P Global Inc.

CIK 1803557 SOUTHFIED, MI

Position in SPGI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$384,527

-$37,835 QoQ

Shares Held

1,055

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,386

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $1,074,778 across 5 Financial Data & Stock Exchanges names. SPGI ranks #2 (35.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	2,064	$455,793
2	SPGI	S&P Global Inc. This page	1,055	$384,527
3	MCO	Moodys Corp /De/	266	$120,476
4	COIN	Coinbase Global, Inc.	506	$73,972
5	ICE	Intercontinental Exchange, Inc.	325	$40,010

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$384,527	998	+0.5%	Shares	Sole	2026-07-21
2026-03-31	$422,362	993	+14.8%	Shares	Sole	2026-05-04
2025-12-31	$452,040	865	-11.6%	Shares	Sole	2026-02-05
2025-09-30	$476,002	978	-59.9%	Shares	Sole	2025-11-06
2025-06-30	$1,285,005	2,437	0.0%	Shares	Sole	2025-08-04
2025-03-31	$1,238,239	2,437	-0.0%	Shares	Sole	2025-04-22
2024-12-31	$1,214,197	2,438	+15.7%	Shares	Sole	2025-01-30
2024-09-30	$1,089,035	2,108	0.0%	Shares	Sole	2024-10-16
2024-06-30	$940,167	2,108	0.0%	Shares	Sole	2024-07-18
2024-03-31	$896,848	2,108	+5.5%	Shares	Sole	2024-04-25
2023-12-31	$880,158	1,998	0.0%	Shares	Sole	2024-01-29
2023-09-30	$730,089	1,998	-0.2%	Shares	Sole	2023-10-24
2023-06-30	$802,982	2,003	0.0%	Shares	Sole	2023-08-09
2023-03-31	$690,574	2,003	-7.2%	Shares	Sole	2023-05-02
2022-12-31	$722,800	2,158	-0.5%	Shares	Sole	2023-01-27
2022-09-30	$662,304	2,169	-0.1%	Shares	Sole	2022-10-14
2022-06-30	$731,757	2,171	+0.6%	Shares	Sole	2022-08-12
2022-03-31	$885,168	2,158	+43.9%	Shares	Sole	2022-05-03
2021-12-31	$707,894	1,500	+3558.5%	Shares	Sole	2022-02-08
2021-09-30	$17,420	41	-97.4%	Shares	Sole	2021-11-17
2021-06-30	$639,481	1,558	0.0%	Shares	Sole	2021-07-29
2021-03-31	$549,771	1,558	-6.8%	Shares	Sole	2021-05-10
2020-12-31	$549,307	1,671	0.0%	Shares	Sole	2021-02-09
2020-09-30	$602,562	1,671	-3.4%	Shares	Sole	2020-11-12
2020-06-30	$569,670	1,729	-0.6%	Shares	Sole	2020-08-06
2020-03-31	$426,141	1,739	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.