Position in SPGI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,959
-$398 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,895
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, 2026Advocate Investing Services LLC holds $195,560 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
845 | $186,601 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
23 | $8,959 |
All Filings in SPGI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,959 | 22 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $9,357 | 22 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $11,496 | 22 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||