Position in SPGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$99,778
-$6,556 QoQ
Shares Held
259
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,722
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, 2026Operose Advisors LLC holds $168,642 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (59.2% of the industry book) .
All Filings in SPGI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,778 | 245 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $106,334 | 250 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $128,034 | 245 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $119,243 | 245 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $134,986 | 256 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $137,187 | 270 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $128,989 | 259 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $232,479 | 450 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $149,855 | 336 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $142,951 | 336 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $190,304 | 432 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $141,048 | 386 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $98,218 | 245 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $84,468 | 245 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $82,060 | 245 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $74,810 | 245 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $82,579 | 245 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $100,494 | 245 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $115,622 | 245 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||