Position in SPGI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,612,449
+$474,768 QoQ
Shares Held
14,567
+14.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#604
of 1,991 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $42,974,300 across 9 Financial Data & Stock Exchanges names. SPGI ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
41,929 | $18,990,482 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
69,049 | $8,500,622 | |
| 3 | SPGI |
S&P Global Inc.
This page
|
14,567 | $5,612,449 | |
| 4 | COIN |
Coinbase Global, Inc.
|
23,747 | $3,471,573 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
30,301 | $2,388,324 | |
| 6 | MSCI |
MSCI Inc.
|
2,884 | $1,615,155 | |
| 7 | CME |
Cme Group Inc.
|
5,435 | $1,200,211 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
3,910 | $948,839 |
All Filings in SPGI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,612,449 | 13,781 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,137,681 | 12,079 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,902,891 | 13,209 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,254,223 | 12,850 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,438,738 | 12,211 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $6,274,018 | 12,348 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,958,020 | 15,979 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,912,552 | 15,316 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,005,767 | 15,708 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,438,527 | 12,783 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,978,756 | 11,302 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,111,593 | 11,252 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,182,084 | 10,432 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,658,699 | 10,612 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,463,265 | 25,268 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,238,910 | 20,432 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,913,042 | 17,543 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,349,585 | 15,480 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $5,657,968 | 11,989 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $4,929,998 | 11,603 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $4,734,951 | 11,536 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $4,001,899 | 11,341 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $1,070,344 | 3,256 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $13,702 | 38 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||