Position in SPGI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$22,117
-$5,057 QoQ
Shares Held
52
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026MTM Investment Management, LLC holds $1,688,829 across 8 Financial Data & Stock Exchanges names. SPGI ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
7,129 | $1,121,249 | |
| 2 | MKTW |
Marketwise, Inc.
|
19,204 | $359,498 | |
| 3 | CME |
Cme Group Inc.
|
462 | $136,451 | |
| 4 | SPGI |
S&P Global Inc.
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|
52 | $22,117 | |
| 5 | MSCI |
MSCI Inc.
|
32 | $17,248 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
50 | $14,053 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
122 | $10,356 | |
| 8 | COIN |
Coinbase Global, Inc.
|
45 | $7,857 |
All Filings in SPGI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,117 | 52 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $27,174 | 52 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $25,308 | 52 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $27,419 | 52 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||