Position in SPGI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$50,907
+$4,119 QoQ
Shares Held
132
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,771
of 1,991 holders
Holding Since
Mar 2022
18 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, 2026VALLEY NATIONAL ADVISERS INC holds $394,381 across 8 Financial Data & Stock Exchanges names. SPGI ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
1,265 | $279,349 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
132 | $50,907 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
382 | $47,028 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
106 | $8,354 | |
| 5 | MCO |
Moodys Corp /De/
|
7 | $3,170 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
11 | $2,669 | |
| 7 | COIN |
Coinbase Global, Inc.
|
12 | $1,754 | |
| 8 | FDS |
Factset Research Systems Inc
|
5 | $1,150 |
All Filings in SPGI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,907 | 125 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $46,788 | 114 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $62,712 | 125 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $40,885 | 89 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $70,133 | 142 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $54,878 | 117 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $17,929 | 36 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2 | 5 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $17,839 | 40 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $16,167 | 38 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $15,858 | 36 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,750 | 13 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4 | 8 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2 | 5 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1 | 5 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,526 | 5 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,011 | 3 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,230 | 3 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||