S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionCertified Advisory Corp
Latest Disclosed Ownership5,531 shares
Latest Disclosed Value $ 2,352,675
Certified Advisory Corp reports 2.73% decrease in ownership of SPGI / S&P Global Inc.

On April 17, 2026 - Certified Advisory Corp filed a 13F-HR form disclosing ownership of 5,531 shares of S&P Global Inc. (MX:SPGI) valued at $2,352,675 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 5,686 shares of S&P Global Inc.. This represents a change in shares of -2.73% 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)
2026-04-17 2026-03-31 13F S&P GLOBAL COM 78409V104 5,531 -155 -2.73 2,353 -20.83 0.2110
2026-01-12 2025-12-31 13F S&P GLOBAL COM 78409V104 5,686 -215 -3.64 2,971 3.48 0.2707
2025-11-13 2025-09-30 13F S&P GLOBAL COM 78409V104 5,901 -262 -4.25 2,872 -11.63 0.2727
2025-08-14 2025-06-30 13F S&P GLOBAL COM 78409V104 6,163 -77 -1.23 3,250 2.49 0.3378
2025-05-08 2025-03-31 13F S&P GLOBAL COM 78409V104 6,240 -74 -1.17 3,171 0.83 0.3590
2025-01-15 2024-12-31 13F S&P GLOBAL COM 78409V104 6,314 -26 -0.41 3,145 -4.00 0.3413
2024-11-12 2024-09-30 13F S&P GLOBAL COM 78409V104 6,340 -436 -6.43 3,275 8.41 0.3629
2024-08-13 2024-06-30 13F S&P GLOBAL INC COM Stock 78409V104 6,776 -36 -0.53 3,022 4.24 0.3791
2024-05-10 2024-03-31 13F S&P GLOBAL INC COM Stock 78409V104 6,812 -43 -0.63 2,898 -4.01 0.4044
2024-02-09 2023-12-31 13F S&P GLOBAL INC COM Stock 78409V104 6,855 -445 -6.10 3,020 13.20 0.4580
2023-11-13 2023-09-30 13F S&P GLOBAL INC COM Stock 78409V104 7,300 -19 -0.26 2,668 -9.07 0.4905
2023-08-14 2023-06-30 13F S&P GLOBAL INC COM Stock 78409V104 7,319 -590 -7.46 2,934 7.59 0.5395
2023-05-17 2023-03-31 13F/A-1 S&P GLOBAL INC COM Stock 78409V104 7,909 -160 -1.98 2,727 0.89 0.4847
2023-05-15 2023-03-31 13F S&P GLOBAL INC COM Stock 78409V104 7,909 -160 2,727 0.4847
2023-02-15 2022-12-31 13F S&P GLOBAL INC COM Stock 78409V104 8,069 -116 -1.42 2,703 8.12 0.5342
2022-11-14 2022-09-30 13F S&P GLOBAL COM 78409V104 8,185 -16 -0.20 2,499 -9.59 0.5703
2022-08-15 2022-06-30 13F S&P GLOBAL INC COM COM 78409V104 8,201 -38 -0.46 2,764 -18.20 0.6162
2022-05-13 2022-03-31 13F S&P GLOBAL INC COM Stock 78409V104 8,239 -171 -2.03 3,379 -14.87 0.7179
2022-02-14 2021-12-31 13F S&P GLOBAL INC COM Stock 78409V104 8,410 8 0.10 3,969 11.18 0.8755
2021-11-15 2021-09-30 13F S&P GLOBAL INC COM Stock 78409V104 8,402 307 3.79 3,570 7.47 0.8673
2021-08-16 2021-06-30 13F S&P GLOBAL INC COM Stock 78409V104 8,095 -11 -0.14 3,322 16.15 0.8350
2021-05-10 2021-03-31 13F S&P GLOBAL INC COM Stock 78409V104 8,106 -600 -6.89 2,860 -0.31 0.7415
2020-07-27 2020-06-30 13F S&P GLOBAL INC COM Stock 78409V104 8,706 -17 -0.19 2,869 34.25 0.9490
2020-04-27 2020-03-31 13F S&P GLOBAL INC COM Stock 78409V104 8,723 -219 -2.45 2,137 -12.49 0.8446
2020-01-29 2019-12-31 13F S&P GLOBAL INC COM Stock 78409V104 8,942 229 2.63 2,442 14.38 0.7805
2019-11-12 2019-09-30 13F S&P GLOBAL INC COM Stock 78409V104 8,713 -245 -2.73 2,135 4.61 0.7417
2019-08-07 2019-06-30 13F S&P GLOBAL INC COM Stock 78409V104 8,958 -111 -1.22 2,041 6.91 0.7589
2019-05-07 2019-03-31 13F S&P GLOBAL INC COM Stock 78409V104 9,069 -286 -3.06 1,909 20.06 0.8019
2019-02-04 2018-12-31 13F S&P GLOBAL INC COM Stock 78409V104 9,355 -1,506 -13.87 1,590 -25.07 0.8249
2018-11-13 2018-09-30 13F S&P GLOBAL INC COM Stock 78409V104 10,861 759 7.51 2,122 3.01 0.9816
2018-08-13 2018-06-30 13F S&P GLOBAL INC COM COM 78409V104 10,102 879 9.53 2,060 16.91 1.1456
2018-04-30 2018-03-31 13F S&P GLOBAL INC COM COM 78409V104 9,223 1,429 18.33 1,762 33.48 1.0444
2018-02-22 2017-12-31 13F S&P GLOBAL INC COM COM 78409V104 7,794 7,794 1,320 0.9487
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.