Position in SPGI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,199,129
+$184,745 QoQ
Shares Held
8,776
+17.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#744
of 1,991 holders
Holding Since
Dec 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, 2026Buttonwood Financial Advisors Inc. holds $3,830,806 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (83.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
8,776 | $3,199,129 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
5,131 | $631,677 |
All Filings in SPGI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,199,129 | 8,303 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,014,384 | 7,087 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,365,527 | 2,613 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,082,929 | 2,225 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $750,861 | 1,424 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $688,475 | 1,355 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $681,304 | 1,368 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $717,585 | 1,389 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $629,751 | 1,412 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $606,266 | 1,425 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $635,670 | 1,443 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $536,056 | 1,467 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $578,083 | 1,442 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $470,611 | 1,365 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $448,149 | 1,338 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $374,359 | 1,226 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $382,563 | 1,135 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $369,161 | 900 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $261,921 | 555 | Shares | Sole | 2022-01-27 | |
| No filing history on record for this holder in this stock. | ||||||