Position in SPGI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,841,099
-$1,370,928 QoQ
Shares Held
12,565
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#646
of 1,991 holders
Holding Since
Mar 2022
16 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, 2026SS&H Financial Advisors, Inc. holds $4,841,099 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
12,565 | $4,841,099 |
All Filings in SPGI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,841,099 | 11,887 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $6,212,027 | 11,887 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,785,522 | 11,887 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,267,896 | 11,887 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,039,784 | 11,887 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $5,920,082 | 11,887 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $6,141,062 | 11,887 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $5,301,601 | 11,887 | Shares | Sole | 2024-09-10 | |
| 2024-03-31 | $5,057,324 | 11,887 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,236,460 | 11,887 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,618,416 | 12,639 | Shares | Sole | 2023-10-18 | |
| 2023-03-31 | $4,356,858 | 12,637 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,232,637 | 12,637 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,858,707 | 12,637 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $4,259,426 | 12,637 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $5,183,444 | 12,637 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||