Position in SPGI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,162,957
-$33,498 QoQ
Shares Held
5,614
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#838
of 1,991 holders
Holding Since
Dec 2024
7 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $12,294,945 across 8 Financial Data & Stock Exchanges names. SPGI ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
29,703 | $6,559,313 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
5,614 | $2,162,957 | |
| 3 | MCO |
Moodys Corp /De/
|
2,428 | $1,099,689 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
7,874 | $969,368 | |
| 5 | MSCI |
MSCI Inc.
|
879 | $492,275 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
5,456 | $430,041 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
1,240 | $300,910 | |
| 8 | COIN |
Coinbase Global, Inc.
|
1,918 | $280,392 |
All Filings in SPGI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,162,957 | 5,311 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,196,455 | 5,164 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,038,860 | 5,815 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,856,014 | 5,868 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,069,882 | 5,822 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,695,978 | 5,306 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,309,862 | 4,638 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||