Position in SPGI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,003,081
+$385,913 QoQ
Shares Held
2,603
+69.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,033
of 1,991 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $2,683,636 across 8 Financial Data & Stock Exchanges names. SPGI ranks #1 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
2,603 | $1,003,081 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
3,000 | $728,010 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
3,633 | $447,258 | |
| 4 | MCO |
Moodys Corp /De/
|
600 | $271,752 | |
| 5 | TRU |
TransUnion
|
2,000 | $144,280 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
687 | $54,149 | |
| 7 | FDS |
Factset Research Systems Inc
|
95 | $21,857 | |
| 8 | CME |
Cme Group Inc.
|
60 | $13,249 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,003,081 | 2,463 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $617,168 | 1,451 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $727,445 | 1,392 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $694,048 | 1,426 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $800,953 | 1,519 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $767,739 | 1,511 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $682,301 | 1,370 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $663,340 | 1,284 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $467,407 | 1,048 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $341,210 | 802 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $129,953 | 295 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $134,836 | 369 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $121,870 | 304 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $81,020 | 235 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $66,988 | 200 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $61,069 | 200 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $67,411 | 200 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $82,035 | 200 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $96,745 | 205 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $84,978 | 200 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $82,090 | 200 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $70,574 | 200 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $65,745 | 200 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $72,119 | 200 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $65,896 | 200 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $49,010 | 200 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||