Position in SPGI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,916,472
+$120,262 QoQ
Shares Held
5,258
+17.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#870
of 1,991 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $5,419,053 across 9 Financial Data & Stock Exchanges names. SPGI ranks #1 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
5,258 | $1,916,472 | |
| 2 | MCO |
Moodys Corp /De/
|
1,927 | $872,776 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
2,447 | $593,813 | |
| 4 | CME |
Cme Group Inc.
|
2,139 | $472,355 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
2,895 | $356,403 | |
| 6 | MORN |
Morningstar, Inc.
|
2,102 | $327,954 | |
| 7 | COIN |
Coinbase Global, Inc.
|
2,143 | $313,285 | |
| 8 | MSCI |
MSCI Inc.
|
540 | $302,421 |
All Filings in SPGI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,916,472 | 4,974 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,796,210 | 4,223 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,348,519 | 4,494 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,823,215 | 3,746 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,830,751 | 3,472 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,742,783 | 3,430 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,604,154 | 3,221 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,641,818 | 3,178 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,315,699 | 2,950 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,158,925 | 2,724 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,229,931 | 2,792 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,003,050 | 2,745 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,101,645 | 2,748 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $866,751 | 2,514 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $795,147 | 2,374 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $330,083 | 1,081 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $276,052 | 819 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $833,000 | 341,679 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $290,236 | 615 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $232,839 | 548 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $205,635 | 501 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||