Position in SPGI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$68,419
-$34,087 QoQ
Shares Held
178
-30.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,752
of 1,991 holders
Holding Since
Jun 2024
9 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, 2026Financial Network Wealth Advisors LLC holds $290,886 across 7 Financial Data & Stock Exchanges names. SPGI ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
513 | $113,285 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
178 | $68,419 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
746 | $58,799 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
244 | $30,038 | |
| 5 | FDS |
Factset Research Systems Inc
|
59 | $13,574 | |
| 6 | COIN |
Coinbase Global, Inc.
|
31 | $4,531 | |
| 7 | MSCI |
MSCI Inc.
|
4 | $2,240 |
All Filings in SPGI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,419 | 168 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $102,506 | 241 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $137,963 | 264 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $125,571 | 258 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $126,549 | 240 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $116,863 | 230 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $84,665 | 170 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $235,062 | 455 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $275,623 | 618 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||