Position in SPGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$962,762
-$529,755 QoQ
Shares Held
2,499
-17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,046
of 1,991 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Diversify Advisory Services, LLC holds $13,026,244 across 7 Financial Data & Stock Exchanges names. SPGI ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
40,726 | $8,993,522 | |
| 2 | MSCI |
MSCI Inc.
|
1,989 | $1,113,919 | |
| 3 | SPGI |
S&P Global Inc.
This page
|
2,499 | $962,762 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
9,648 | $760,455 | |
| 5 | MCO |
Moodys Corp /De/
|
1,245 | $563,885 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
3,580 | $440,733 | |
| 7 | MORN |
Morningstar, Inc.
|
1,224 | $190,968 |
All Filings in SPGI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $962,762 | 2,364 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,492,517 | 2,856 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,480,085 | 3,041 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,790,149 | 3,395 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $444,079 | 874 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||