Position in SPGI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$636,733
-$118,409 QoQ
Shares Held
1,582
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Alteri Wealth LLC holds $262,347 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
2,131 | $262,347 |
All Filings in SPGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $636,733 | 1,497 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $755,142 | 1,445 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $777,762 | 1,598 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $861,591 | 1,634 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $885,110 | 1,742 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $823,243 | 1,653 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||