Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$139,501
-$2,130 QoQ
Shares Held
16,052
+0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,697
of 1,991 holders
Holding Since
Sep 2025
4 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, 2026Roehl & Yi Investment Advisors, LLC holds $1,448,581 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
5,928 | $1,309,080 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
16,052 | $139,501 |
All Filings in SPGI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,501 | 15,186 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $141,631 | 15,178 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $170,089 | 15,177 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $130,230 | 15,117 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||