Position in SPGI
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$614,190
-$69,357 QoQ
Shares Held
1,526
+10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $16,213,293 across 4 Financial Data & Stock Exchanges names. SPGI ranks #3 (3.8% of the industry book) .
All Filings in SPGI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $614,190 | 1,444 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $683,547 | 1,308 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $753,427 | 1,548 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $804,644 | 1,526 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $754,020 | 1,484 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $400,416 | 804 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $308,938 | 598 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $324,687 | 728 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $300,793 | 707 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $522,016 | 1,185 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $435,203 | 1,191 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $496,702 | 1,239 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $427,170 | 1,239 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $339,964 | 1,015 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $272,677 | 893 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $284,141 | 843 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $341,269 | 832 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $330,350 | 700 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $276,603 | 651 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||