Position in SPGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$994,936
-$168,368 QoQ
Shares Held
2,582
-10.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,035
of 1,991 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $9,672,201 across 6 Financial Data & Stock Exchanges names. SPGI ranks #5 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
5,987 | $2,711,632 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
17,597 | $2,166,366 | |
| 3 | CME |
Cme Group Inc.
|
7,959 | $1,757,585 | |
| 4 | MSCI |
MSCI Inc.
|
2,519 | $1,410,740 | |
| 5 | SPGI |
S&P Global Inc.
This page
|
2,582 | $994,936 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
2,600 | $630,942 |
All Filings in SPGI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $994,936 | 2,443 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,163,304 | 2,735 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,723,976 | 7,126 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,739,014 | 3,573 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,053,794 | 3,895 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,038,497 | 4,012 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,991,123 | 3,998 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,085,595 | 4,037 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $725,195 | 1,626 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $795,591 | 1,870 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $806,592 | 1,831 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $737,031 | 2,017 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,087,033 | 5,206 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $639,203 | 1,854 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $646,099 | 1,929 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $626,272 | 2,051 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $804,899 | 2,388 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $255,542 | 623 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $464,851 | 985 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||