Position in SPGI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,302,417
-$22,091 QoQ
Shares Held
3,380
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#962
of 1,991 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026DAYMARK WEALTH PARTNERS, LLC holds $4,411,314 across 6 Financial Data & Stock Exchanges names. SPGI ranks #2 (29.5% of the industry book) .
All Filings in SPGI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,302,417 | 3,198 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,324,508 | 3,114 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,313,791 | 2,514 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,376,902 | 2,829 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,459,538 | 2,768 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,199,116 | 2,360 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,185,809 | 2,381 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,265,719 | 2,450 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,110,985 | 2,491 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,089,577 | 2,561 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,117,158 | 2,536 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,022,417 | 2,798 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,282,447 | 3,199 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,900,027 | 5,511 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||