Position in SPGI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$759,132
-$83,041 QoQ
Shares Held
1,970
-5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,119
of 1,991 holders
Holding Since
Dec 2021
19 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, 2026PDS Planning, Inc holds $3,114,543 across 7 Financial Data & Stock Exchanges names. SPGI ranks #1 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1,970 | $759,132 | |
| 2 | CME |
Cme Group Inc.
|
2,659 | $587,186 | |
| 3 | MCO |
Moodys Corp /De/
|
1,161 | $525,840 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
2,908 | $358,003 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
1,391 | $337,553 | |
| 6 | MSCI |
MSCI Inc.
|
510 | $285,620 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
3,314 | $261,209 |
All Filings in SPGI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $759,132 | 1,864 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $842,173 | 1,980 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $958,952 | 1,835 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $949,084 | 1,950 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,005,542 | 1,907 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $936,936 | 1,844 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $844,658 | 1,696 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $868,438 | 1,681 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $719,397 | 1,613 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $717,308 | 1,686 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $706,594 | 1,604 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $579,540 | 1,586 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $633,807 | 1,581 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $408,897 | 1,186 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $228,764 | 683 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $215,882 | 707 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $303,353 | 900 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $279,742 | 682 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $202,929 | 430 | Shares | Sole | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||