Position in SPGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$500,115
-$52,401 QoQ
Shares Held
1,298
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,262
of 1,991 holders
Holding Since
Dec 2022
14 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, 2026SageView Advisory Group, LLC holds $975,120 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1,298 | $500,115 | |
| 2 | CME |
Cme Group Inc.
|
2,151 | $475,005 |
All Filings in SPGI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500,115 | 1,228 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $552,516 | 1,299 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $719,083 | 1,376 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,215,801 | 2,498 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,396,264 | 2,648 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,433,350 | 2,821 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,606,146 | 3,225 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,596,872 | 3,091 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,452,621 | 3,257 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $1,573,977 | 3,573 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $901,466 | 2,467 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $949,708 | 2,369 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $793,660 | 2,302 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $300,441 | 897 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||