Position in SPGI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$671,164
+$367,897 QoQ
Shares Held
1,742
+131.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,160
of 1,991 holders
Holding Since
Mar 2026
2 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, 2026Cove Private Wealth, LLC holds $1,996,812 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (33.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
10,768 | $1,325,648 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
1,742 | $671,164 |
All Filings in SPGI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,164 | 1,648 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $303,267 | 713 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||