Position in SPGI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,069,341
-$1,220,186 QoQ
Shares Held
10,562
-19.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#688
of 1,991 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $17,538,561 across 11 Financial Data & Stock Exchanges names. SPGI ranks #1 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
10,562 | $4,069,341 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
32,388 | $3,987,286 | |
| 3 | CME |
Cme Group Inc.
|
16,037 | $3,541,450 | |
| 4 | MCO |
Moodys Corp /De/
|
6,576 | $2,978,401 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
6,909 | $1,676,607 | |
| 6 | MSCI |
MSCI Inc.
|
676 | $378,587 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,573 | $361,915 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
4,374 | $344,758 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,069,341 | 9,992 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,289,527 | 12,436 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,831,296 | 13,072 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,281,479 | 12,906 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,776,742 | 16,645 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,031,028 | 15,806 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,281,651 | 12,613 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,561,591 | 12,701 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,131,297 | 9,263 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,081,534 | 7,243 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,180,113 | 7,219 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,493,923 | 6,825 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,729,258 | 6,808 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,048,623 | 5,942 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,972,796 | 5,890 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,824,466 | 5,975 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,999,439 | 5,932 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,433,187 | 5,932 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,623,458 | 5,559 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,580,357 | 6,073 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,486,095 | 6,057 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,667,663 | 4,726 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,551,605 | 4,720 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,702,031 | 4,720 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,555,145 | 4,720 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,156,636 | 4,720 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||