Position in SPGI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,164
-$52,107 QoQ
Shares Held
17
-88.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,914
of 1,991 holders
Holding Since
Dec 2024
6 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, 2026Whipplewood Advisors, LLC holds $23,332 across 6 Financial Data & Stock Exchanges names. SPGI ranks #1 (26.4% of the industry book) .
All Filings in SPGI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,164 | 16 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $58,271 | 137 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,567 | 3 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $99,128 | 188 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $16,765 | 182 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $98,110 | 197 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||