Position in SPGI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$74,528
-$130,964 QoQ
Shares Held
193
-62.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,746
of 1,991 holders
Holding Since
Mar 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Derivatives in SPGI
reported options exposure · as of Jun 30, 2026CallValue
$407,259
CallShares
1,057
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Aerodigm Wealth, LLC holds $74,528 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
|
193 | $74,528 |
All Filings in SPGI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,528 | 183 | Shares | Other | 2026-08-04 | |
| 2026-06-30 | $407,259 | 1,000 | Call | Other | 2026-08-04 | |
| 2024-03-31 | $205,492 | 483 | Shares | Other | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||