Position in SPGI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,345,472
-$2,546,684 QoQ
Shares Held
17,408
-21.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#575
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026EQUITABLE TRUST CO holds $14,576,835 across 6 Financial Data & Stock Exchanges names. SPGI ranks #1 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
17,408 | $6,345,472 | |
| 2 | TRU |
TransUnion
|
58,744 | $4,237,791 | |
| 3 | MCO |
Moodys Corp /De/
|
3,070 | $1,390,463 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
10,203 | $1,256,090 | |
| 5 | CME |
Cme Group Inc.
|
5,079 | $1,121,595 | |
| 6 | COIN |
Coinbase Global, Inc.
|
1,542 | $225,424 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,345,472 | 16,469 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $8,892,156 | 20,906 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $11,606,200 | 22,209 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $10,811,289 | 22,213 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,106,051 | 22,959 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $10,775,276 | 21,207 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $10,502,953 | 21,089 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $12,893,286 | 24,957 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $21,983,784 | 49,291 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $22,901,547 | 53,829 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $31,407,751 | 71,297 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $26,350,443 | 72,112 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $24,345,245 | 60,728 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $21,100,960 | 61,203 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $22,710,274 | 67,804 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $21,111,591 | 69,139 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $22,999,622 | 68,236 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $24,390,119 | 59,462 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,934,912 | 4,100 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,877,163 | 4,418 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,813,367 | 4,418 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,595,325 | 4,521 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,576,916 | 4,797 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,843,025 | 5,111 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,714,613 | 5,204 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $1,305,626 | 5,328 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||