Position in SPGI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$288,971
-$38,113 QoQ
Shares Held
793
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,497
of 1,991 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 57%
Shared 43%
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, 2026Petros Family Wealth, LLC holds $1,138,798 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
6,903 | $849,827 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
793 | $288,971 |
All Filings in SPGI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,971 | 750 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $327,084 | 769 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $784,406 | 1,501 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $531,485 | 1,092 | Shares | Other | 2025-10-17 | |
| 2025-06-30 | $548,907 | 1,041 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $533,503 | 1,050 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $465,157 | 934 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||