Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$423,957
-$74,541 QoQ
Shares Held
1,100
-11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,332
of 1,991 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026XXI WEALTH, LLC holds $3,448,886 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
13,698 | $3,024,929 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
1,100 | $423,957 |
All Filings in SPGI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,957 | 1,041 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $498,498 | 1,172 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $755,665 | 1,446 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||