S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership72,549 shares
Latest Disclosed Value $ 30,859,588
AE Wealth Management LLC reports 0.35% increase in ownership of SPGI / S&P Global Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 72,549 shares of S&P Global Inc. (MX:SPGI) valued at $30,859,588 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 72,296 shares of S&P Global Inc.. This represents a change in shares of 0.35% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F S&P GLOBAL COM 78409V104 72,549 253 0.35 30,860 -18.32 0.0049
2026-01-26 2025-12-31 13F S&P GLOBAL COM 78409V104 72,296 1,460 2.06 37,783 9.59 0.2169
2025-11-03 2025-09-30 13F S&P GLOBAL COM 78409V104 70,836 1,288 1.85 34,477 -5.99 0.2198
2025-08-06 2025-06-30 13F S&P GLOBAL COM 78409V104 69,548 1,751 2.58 36,673 6.46 0.2681
2025-05-06 2025-03-31 13F S&P GLOBAL COM 78409V104 67,797 -4 -0.01 34,449 2.02 0.2897
2025-02-13 2024-12-31 13F S&P GLOBAL COM 78409V104 67,801 2,048 3.11 33,767 -0.59 0.2865
2024-11-14 2024-09-30 13F S&P GLOBAL COM 78409V104 65,753 3,672 5.91 33,969 22.68 0.3082
2024-08-12 2024-06-30 13F S&P GLOBAL COM 78409V104 62,081 3,356 5.71 27,688 10.82 0.2770
2024-05-15 2024-03-31 13F S&P GLOBAL COM 78409V104 58,725 -31,416 -34.85 24,984 -37.94 0.2824
2024-02-14 2023-12-31 13F S&P GLOBAL COM 78409V104 90,141 7,798 9.47 40,257 33.79 0.2056
2023-10-11 2023-09-30 13F S&P GLOBAL COM 78409V104 82,343 4,397 5.64 30,089 -3.71 0.1798
2023-07-10 2023-06-30 13F S&P GLOBAL COM 78409V104 77,946 19,999 34.51 31,248 56.41 0.1879
2023-04-14 2023-03-31 13F S&P GLOBAL COM 78409V104 57,947 -318 -0.55 19,978 2.37 0.1286
2023-01-31 2022-12-31 13F S&P GLOBAL COM 78409V104 58,265 -1,351 -2.27 19,515 7.20 0.1411
2022-10-25 2022-09-30 13F S&P GLOBAL COM 78409V104 59,616 -372 -0.62 18,204 -9.97 0.1444
2022-08-03 2022-06-30 13F S&P GLOBAL COM 78409V104 59,988 -868 -1.43 20,219 -19.00 0.1618
2022-04-18 2022-03-31 13F S&P GLOBAL COM 78409V104 60,856 1,995 3.39 24,962 -10.14 0.1713
2022-01-20 2021-12-31 13F S&P GLOBAL COM 78409V104 58,861 -3,970 -6.32 27,778 4.05 0.1937
2021-11-01 2021-09-30 13F S&P GLOBAL COM 78409V104 62,831 3,473 5.85 26,696 9.58 0.2199
2021-07-21 2021-06-30 13F S&P GLOBAL COM 78409V104 59,358 5,021 9.24 24,363 27.06 0.2128
2021-04-27 2021-03-31 13F S&P GLOBAL COM 78409V104 54,337 29,830 121.72 19,174 138.01 0.1936
2021-02-01 2020-12-31 13F S&P GLOBAL COM 78409V104 24,507 6,394 35.30 8,056 23.35 0.0914
2020-11-06 2020-09-30 13F S&P GLOBAL COM 78409V104 18,113 4,397 32.06 6,531 44.52 0.0932
2020-08-05 2020-06-30 13F S&P GLOBAL COM 78409V104 13,716 8,621 169.21 4,519 261.81 0.0698
2020-05-07 2020-03-31 13F S&P GLOBAL COM 78409V104 5,095 2,246 78.83 1,249 60.54 0.0287
2020-01-15 2019-12-31 13F S&P GLOBAL COM 78409V104 2,849 1,693 146.45 778 174.91 0.0169
2019-11-05 2019-09-30 13F S&P GLOBAL COM 78409V104 1,156 89 8.34 283 16.46 0.0082
2019-07-22 2019-06-30 13F S&P GLOBAL COM 78409V104 1,067 1,067 243 0.0073
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.