Position in SPGI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,627,749
-$388,233 QoQ
Shares Held
17,202
-1.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#563
of 1,991 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $33,212,149 across 11 Financial Data & Stock Exchanges names. SPGI ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
79,203 | $9,750,681 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
17,202 | $6,627,749 | |
| 3 | MCO |
Moodys Corp /De/
|
13,535 | $6,130,272 | |
| 4 | MSCI |
MSCI Inc.
|
5,010 | $2,805,800 | |
| 5 | CME |
Cme Group Inc.
|
9,250 | $2,042,677 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
20,140 | $1,587,434 | |
| 7 | FDS |
Factset Research Systems Inc
|
5,909 | $1,359,542 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
5,107 | $1,239,315 |
All Filings in SPGI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,627,749 | 16,274 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,015,982 | 16,495 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,327,946 | 19,763 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,286,913 | 19,081 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,082,313 | 19,121 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $10,048,693 | 19,777 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,756,142 | 7,542 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,177,729 | 6,151 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,442,295 | 5,476 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,869,001 | 4,393 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,878,817 | 4,265 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,527,413 | 4,180 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,286,856 | 3,210 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $970,182 | 2,814 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,082,861 | 3,233 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $967,043 | 3,167 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $940,734 | 2,791 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $879,015 | 2,143 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $909,409 | 1,927 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||