Position in SPGI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$525,546
-$59,296 QoQ
Shares Held
1,442
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,249
of 1,991 holders
Holding Since
Dec 2022
15 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, 2026Hoxton Planning & Management, LLC holds $976,396 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (53.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1,442 | $525,546 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
5,720 | $450,850 |
All Filings in SPGI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,546 | 1,364 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $584,842 | 1,375 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $788,065 | 1,508 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $741,746 | 1,524 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $808,335 | 1,533 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $795,684 | 1,566 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $769,954 | 1,546 | Shares | Sole | 2025-09-08 | |
| 2024-09-30 | $796,628 | 1,542 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $663,201 | 1,487 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $622,007 | 1,462 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $646,242 | 1,467 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $563,462 | 1,542 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $646,635 | 1,613 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $529,222 | 1,535 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $504,084 | 1,505 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||