Position in SPGI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,602,454
-$465,123 QoQ
Shares Held
4,396
-14.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#909
of 1,991 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $31,243,521 across 8 Financial Data & Stock Exchanges names. SPGI ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
63,948 | $14,121,636 | |
| 2 | COIN |
Coinbase Global, Inc.
|
43,128 | $6,304,882 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
31,319 | $3,855,682 | |
| 4 | MCO |
Moodys Corp /De/
|
6,687 | $3,028,676 | |
| 5 | SPGI |
S&P Global Inc.
This page
|
4,396 | $1,602,454 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
17,703 | $1,395,350 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
2,343 | $568,575 | |
| 8 | MSCI |
MSCI Inc.
|
654 | $366,266 |
All Filings in SPGI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,602,454 | 4,159 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,067,577 | 4,861 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,952,251 | 15,217 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,478,786 | 15,366 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $9,146,900 | 17,347 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $9,779,908 | 19,248 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $12,980,155 | 26,063 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,577,644 | 30,153 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $13,386,243 | 30,014 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $12,171,699 | 28,609 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $12,032,803 | 27,315 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,150,961 | 25,043 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||