Position in SPGI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$498,960
-$142,027 QoQ
Shares Held
1,369
-14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,264
of 1,991 holders
Holding Since
Mar 2023
14 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, 2026Opal Wealth Advisors, LLC holds $2,397,808 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
15,424 | $1,898,848 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
1,369 | $498,960 |
All Filings in SPGI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,960 | 1,295 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $640,987 | 1,507 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $819,943 | 1,569 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $756,834 | 1,555 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $800,953 | 1,519 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $909,499 | 1,790 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $886,991 | 1,781 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $904,601 | 1,751 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $780,945 | 1,751 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $725,392 | 1,705 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $745,800 | 1,693 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $614,984 | 1,683 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $700,755 | 1,748 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $570,249 | 1,654 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||