Position in SPGI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$608,770
-$1,069,621 QoQ
Shares Held
1,670
-60.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,200
of 1,991 holders
Holding Since
Mar 2021
22 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, 2026Spire Wealth Management holds $3,498,774 across 10 Financial Data & Stock Exchanges names. SPGI ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
3,297 | $1,846,451 | |
| 2 | SPGI |
S&P Global Inc.
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|
1,670 | $608,770 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
1,650 | $400,404 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
3,664 | $288,796 | |
| 5 | CME |
Cme Group Inc.
|
834 | $184,172 | |
| 6 | COIN |
Coinbase Global, Inc.
|
433 | $63,300 | |
| 7 | TRU |
TransUnion
|
640 | $46,169 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
306 | $37,671 |
All Filings in SPGI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,770 | 1,580 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,678,391 | 3,946 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,071,546 | 3,964 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,532,649 | 3,149 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,410,264 | 12,157 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,594,960 | 18,884 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $11,801,318 | 23,696 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $9,708,324 | 18,792 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $8,458,388 | 18,965 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,099,291 | 19,037 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $8,127,592 | 18,450 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,839,250 | 15,980 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,475,275 | 3,680 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,328,054 | 3,852 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,317,319 | 3,933 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,243,690 | 4,073 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,537,330 | 4,561 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $9,233,150 | 22,510 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $11,998,820 | 25,425 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,692,336 | 3,983 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,639,747 | 3,995 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,782,346 | 5,051 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||