Position in SPGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$372,642
+$88,090 QoQ
Shares Held
967
+36.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,391
of 1,991 holders
Holding Since
Jun 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, 2026SGL Investment Advisors, Inc. holds $372,642 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
967 | $372,642 |
All Filings in SPGI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,642 | 915 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $284,552 | 669 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $341,773 | 654 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $311,494 | 640 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $342,738 | 650 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||