Position in SPGI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$301,779
-$48,701 QoQ
Shares Held
783
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,477
of 1,991 holders
Holding Since
Mar 2024
9 quarters on record
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $2,295,617 across 5 Financial Data & Stock Exchanges names. SPGI ranks #4 (13.1% of the industry book) .
All Filings in SPGI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,779 | 741 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $350,480 | 824 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $395,600 | 757 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $370,386 | 761 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $782,498 | 1,484 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $323,659 | 637 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $244,877 | 474 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,952,073 | 6,619 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,756,490 | 6,479 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||