Position in SPGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$762,119
+$433,379 QoQ
Shares Held
2,091
+205.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,118
of 1,991 holders
Holding Since
Dec 2024
3 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, 2026CRUX WEALTH ADVISORS holds $2,506,207 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (30.4% of the industry book) .
All Filings in SPGI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $762,119 | 1,978 | Shares | Sole | 2026-07-21 | |
| 2025-03-31 | $328,740 | 647 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $502,014 | 1,008 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||