Smallwood Wealth Investment Management, LLC
Position in SPGI — S&P Global Inc.
CIK 1921304
RED BANK, NJ
Position in SPGI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$23,117
-$4,104 QoQ
Shares Held
63
-7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,830
of 1,990 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $4,179,648 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (0.6% of the industry book) .
All Filings in SPGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,117 | 60 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $27,221 | 64 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $33,445 | 64 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $29,202 | 60 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $29,528 | 56 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $28,453 | 56 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||