Position in SPGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$441,166
New position
Shares Held
1,210
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,316
of 1,991 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026SPWM Advisors LLC holds $1,168,622 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
5,909 | $727,456 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
1,210 | $441,166 |
All Filings in SPGI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,166 | 1,145 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||