Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$422,328
-$27,256 QoQ
Shares Held
1,096
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,335
of 1,991 holders
Holding Since
Mar 2020
26 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, 2026Plotkin Financial Advisors, LLC holds $740,277 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1,096 | $422,328 | |
| 2 | MCO |
Moodys Corp /De/
|
702 | $317,949 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,328 | 1,037 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $449,584 | 1,057 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $552,377 | 1,057 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $514,452 | 1,057 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $557,345 | 1,057 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $512,672 | 1,009 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $490,061 | 984 | Shares | Sole | 2025-03-06 | |
| 2024-09-30 | $508,354 | 984 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $401,399 | 900 | Shares | Sole | 2024-11-15 | |
| 2024-03-31 | $382,905 | 900 | Shares | Sole | 2024-11-15 | |
| 2023-12-31 | $396,467 | 900 | Shares | Sole | 2024-11-15 | |
| 2023-09-30 | $328,868 | 900 | Shares | Sole | 2024-11-15 | |
| 2023-06-30 | $360,800 | 900 | Shares | Sole | 2024-11-15 | |
| 2023-03-31 | $310,293 | 900 | Shares | Sole | 2024-11-15 | |
| 2022-12-31 | $301,446 | 900 | Shares | Sole | 2024-11-15 | |
| 2022-09-30 | $274,814 | 900 | Shares | Sole | 2024-11-15 | |
| 2022-06-30 | $303,353 | 900 | Shares | Sole | 2024-11-15 | |
| 2022-03-31 | $369,161 | 900 | Shares | Sole | 2024-11-15 | |
| 2021-12-31 | $424,736 | 900 | Shares | Sole | 2024-11-15 | |
| 2021-09-30 | $382,401 | 900 | Shares | Sole | 2024-11-15 | |
| 2021-06-30 | $369,405 | 900 | Shares | Sole | 2024-11-15 | |
| 2021-03-31 | $317,583 | 900 | Shares | Sole | 2024-11-15 | |
| 2020-12-31 | $295,856 | 900 | Shares | Sole | 2024-11-15 | |
| 2020-09-30 | $324,539 | 900 | Shares | Sole | 2024-11-15 | |
| 2020-06-30 | $296,532 | 900 | Shares | Sole | 2024-11-15 | |
| 2020-03-31 | $220,545 | 900 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||