Position in SPGI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$924,715
+$74,036 QoQ
Shares Held
2,537
+20.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
7.68%
of 13F equity value
Holder Rank
#1,060
of 1,991 holders
Holding Since
Dec 2025
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, 2026Cooke Wealth Management, LLC holds $924,715 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
2,537 | $924,715 |
All Filings in SPGI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $924,715 | 2,400 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $850,679 | 2,000 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,045,179 | 2,000 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||