Position in SPGI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$628,652
+$350,112 QoQ
Shares Held
1,562
+177.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 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, 2026EARNED WEALTH ADVISORS, LLC holds $218,403 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
900 | $218,403 |
All Filings in SPGI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $628,652 | 1,478 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $278,540 | 533 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $250,655 | 515 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $297,391 | 564 | Shares | Sole | 2025-08-04 | |
| 2024-09-30 | $30,480 | 59 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||