Position in SPGI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$406,104
+$24,575 QoQ
Shares Held
1,114
+17.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,357
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, 2026Wealth Intelligence, LLC holds $2,818,230 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
10,923 | $2,412,126 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
1,114 | $406,104 |
All Filings in SPGI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,104 | 1,054 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $381,529 | 897 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $443,678 | 849 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||