Position in SPGI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$241,167
-$443,425 QoQ
Shares Held
599
-56.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Kestra Investment Management, LLC holds $302,316 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
1,369 | $302,316 |
All Filings in SPGI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,167 | 567 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $684,592 | 1,310 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $736,392 | 1,513 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,274,987 | 2,418 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,228,585 | 2,418 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $946,256 | 1,900 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,318,414 | 2,552 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||