Position in SPGI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,728,061
-$200,855 QoQ
Shares Held
4,741
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#891
of 1,991 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Derivatives in SPGI
reported options exposure · as of Sep 30, 2022CallValue
$0
CallShares
0
PutValue
$2,265,696
PutShares
7,843
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Herold Advisors, Inc. holds $2,055,410 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (84.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
4,741 | $1,728,061 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
2,659 | $327,349 |
All Filings in SPGI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,728,061 | 4,485 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,928,916 | 4,535 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,369,945 | 4,535 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,353,242 | 4,835 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,454,007 | 4,654 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,725,956 | 5,365 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,681,891 | 5,385 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,988,647 | 5,785 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,713,909 | 6,085 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,761,170 | 6,490 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,903,026 | 6,590 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,408,782 | 6,592 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,673,936 | 6,670 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,299,616 | 6,670 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,485,255 | 7,420 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,265,696 | 7,420 | Put | Sole | 2022-11-08 | |
| 2022-06-30 | $2,500,984 | 7,420 | Put | Sole | 2022-07-15 | |
| 2022-03-31 | $2,982,008 | 7,270 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,525,317 | 7,470 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,173,928 | 7,470 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||