S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionEvoke Wealth, Llc
Latest Disclosed Ownership5,445 shares
Latest Disclosed Value $ 2,316,003
Evoke Wealth, Llc reports 14.82% increase in ownership of SPGI / S&P Global Inc.

On May 14, 2026 - Evoke Wealth, Llc filed a 13F-HR form disclosing ownership of 5,445 shares of S&P Global Inc. (MX:SPGI) valued at $2,316,003 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 4,742 shares of S&P Global Inc.. This represents a change in shares of 14.82% 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)
2026-05-14 2026-03-31 13F S&P GLOBAL COM 78409V104 5,445 703 14.82 2,316 -6.54 0.0416
2026-02-06 2025-12-31 13F S&P GLOBAL COM 78409V104 4,742 -223 -4.49 2,478 2.57 0.0463
2025-11-14 2025-09-30 13F S&P GLOBAL COM 78409V104 4,965 101 2.08 2,417 -5.77 0.0489
2025-08-07 2025-06-30 13F S&P GLOBAL COM 78409V104 4,864 316 6.95 2,565 11.00 0.0587
2025-05-13 2025-03-31 13F S&P GLOBAL COM 78409V104 4,548 168 3.84 2,311 5.91 0.0603
2025-02-10 2024-12-31 13F S&P GLOBAL COM 78409V104 4,380 164 3.89 2,181 0.14 0.0607
2024-11-13 2024-09-30 13F S&P GLOBAL COM 78409V104 4,216 4,216 2,178 0.0591
2024-08-13 2024-06-30 13F S&P GLOBAL COM 78409V104 0 -5,425 -100.00 0 -100.00
2024-05-15 2024-03-31 13F S&P GLOBAL COM 78409V104 5,425 -6,921 -56.06 2,308 -57.57 0.0684
2024-02-12 2023-12-31 13F S&P GLOBAL COM 78409V104 12,346 721 6.20 5,439 28.07 0.1164
2023-11-13 2023-09-30 13F S&P GLOBAL COM 78409V104 11,625 463 4.15 4,248 -5.07 0.1495
2023-08-09 2023-06-30 13F S&P GLOBAL COM 78409V104 11,162 -1,643 -12.83 4,475 1.36 0.1554
2023-05-08 2023-03-31 13F S&P GLOBAL COM 78409V104 12,805 -1,305 -9.25 4,415 -90.66 0.1607
2023-02-10 2022-12-31 13F S&P GLOBAL COM 78409V104 14,110 -2,544 -15.28 47,259 94,418.00 0.1710
2022-11-07 2022-09-30 13F S&P GLOBAL INC COM COM 78409V104 16,654 -1,892 -10.20 51 -19.35 0.2055
2022-08-04 2022-06-30 13F S&P Global Inc Com COM 78409V104 18,546 -1,428 -7.15 63 -23.46 0.2313
2022-05-10 2022-03-31 13F S&P Global Inc Com COM 78409V104 19,974 4,839 31.97 82 14.08 0.2683
2022-02-09 2021-12-31 13F SP Global Inc Com COM 78409V104 15,135 4 0.03 71 10.94 0.2254
2021-11-12 2021-09-30 13F SP Global Inc Com COM 78409V104 15,131 -219 -1.43 64 1.59 0.2415
2021-08-05 2021-06-30 13F S&P GLOBAL COM 78409V104 15,350 -1,712 -10.03 63 5.00 0.2388
2021-05-13 2021-03-31 13F S&P GLOBAL STOCK 78409V104 17,062 16,945 14,482.91 60 0.2723
2021-02-12 2020-12-31 13F S&P GLOBAL STOCK 78409V104 117 0 0.00 0 -100.00 0.0026
2020-11-13 2020-09-30 13F S&P GLOBAL STOCK 78409V104 117 0 0.00 42 7.69 0.0034
2020-08-10 2020-06-30 13F S&P GLOBAL STOCK 78409V104 117 -6 -4.88 39 -87.04 0.0038
2020-05-07 2020-03-31 13F S&P GLOBAL STOCK 78409V104 123 -34 -21.66 302 -29.67 0.0043
2020-02-07 2019-12-31 13F S&P GLOBAL STOCK 78409V104 157 6 3.97 429 15.99 0.0055
2019-12-17 2019-09-30 13F/A-1 S&P GLOBAL INC COM STOCK 78409V104 151 151 370 0.0046
2019-11-12 2019-09-30 13F S&P GLOBAL INC COM STOCK 78409V104 151 370
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.