Position in SPGI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$412,268
-$121,108 QoQ
Shares Held
1,131
-14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,353
of 1,991 holders
Holding Since
Sep 2021
19 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, 2026Mayflower Financial Advisors, LLC holds $3,488,334 across 7 Financial Data & Stock Exchanges names. SPGI ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
7,987 | $1,763,769 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
1,131 | $412,268 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
4,878 | $384,483 | |
| 4 | MSCI |
MSCI Inc.
|
450 | $252,018 | |
| 5 | COIN |
Coinbase Global, Inc.
|
1,593 | $232,880 | |
| 6 | FDS |
Factset Research Systems Inc
|
986 | $226,858 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
1,755 | $216,058 |
All Filings in SPGI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,268 | 1,070 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $533,376 | 1,254 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $615,611 | 1,178 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $677,500 | 1,392 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $744,006 | 1,411 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $680,345 | 1,339 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $649,431 | 1,304 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $503,704 | 975 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $341,189 | 765 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $313,131 | 736 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $314,531 | 714 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $252,498 | 691 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $285,032 | 711 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $249,613 | 724 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $233,788 | 698 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $210,386 | 689 | Shares | Sole | 2022-10-19 | |
| 2022-03-31 | $219,036 | 534 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $212,840 | 451 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $191,200 | 450 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||