S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionOne Wealth Advisors, LLC
Latest Disclosed Ownership2,033 shares
Latest Disclosed Value $ 864,716
One Wealth Advisors, LLC reports 14.02% increase in ownership of SPGI / S&P Global Inc.

On April 21, 2026 - One Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 2,033 shares of S&P Global Inc. (MX:SPGI) valued at $864,716 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 1,783 shares of S&P Global Inc.. This represents a change in shares of 14.02% 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)
2026-04-21 2026-03-31 13F S&P GLOBAL COM 78409V104 2,033 250 14.02 865 -7.20 0.1077
2026-02-02 2025-12-31 13F S&P GLOBAL COM 78409V104 1,783 -181 -9.22 932 -2.51 0.1139
2025-11-03 2025-09-30 13F S&P GLOBAL COM 78409V104 1,964 69 3.64 956 -4.40 0.1200
2025-07-17 2025-06-30 13F S&P GLOBAL COM 78409V104 1,895 6 0.32 999 4.17 0.1390
2025-05-06 2025-03-31 13F S&P GLOBAL COM 78409V104 1,889 448 31.09 960 33.75 0.1433
2025-01-24 2024-12-31 13F S&P GLOBAL COM 78409V104 1,441 0 0.00 718 -3.63 0.1065
2024-10-16 2024-09-30 13F S&P GLOBAL COM 78409V104 1,441 -8 -0.55 744 5.23 0.1142
2024-08-13 2024-06-30 13F S&P GLOBAL COM 78409V104 1,449 48 3.43 708 18.62 0.1517
2024-04-15 2024-03-31 13F S&P GLOBAL COM 78409V104 1,401 277 24.64 596 20.40 0.1037
2024-02-13 2023-12-31 13F S&P GLOBAL COM 78409V104 1,124 8 0.72 495 21.62 0.0953
2023-11-01 2023-09-30 13F S&P GLOBAL COM 78409V104 1,116 -9 -0.80 408 -9.76 0.0906
2023-08-14 2023-06-30 13F S&P GLOBAL COM 78409V104 1,125 10 0.90 451 17.45 0.0950
2023-05-15 2023-03-31 13F S&P GLOBAL COM 78409V104 1,115 222 24.86 384 28.43 0.0888
2023-02-14 2022-12-31 13F S&Pglobal Inc Com Common Stock 78409V104 893 -79 -8.13 299 0.67 0.0683
2022-11-14 2022-09-30 13F S&Pglobal Inc Com Common Stock 78409V104 972 106 12.24 297 1.71 0.0972
2022-08-15 2022-06-30 13F S&Pglobal Inc Com Common Stock 78409V104 866 35 4.21 292 -14.37 0.0782
2022-05-16 2022-03-31 13F SPglobal Inc Com Common Stock 78409V104 831 71 9.34 341 -5.01 0.0835
2022-02-14 2021-12-31 13F S&Pglobal Inc Com Common Stock 78409V104 760 8 1.06 359 12.19 0.0910
2021-11-15 2021-09-30 13F S&Pglobal Inc Com Common Stock 78409V104 752 0 0.00 320 3.56 0.0938
2021-08-16 2021-06-30 13F S&Pglobal Inc Com Common Stock 78409V104 752 159 26.81 309 47.85 0.0978
2021-05-17 2021-03-31 13F S&Pglobal Inc Com Common Stock 78409V104 593 593 209 0.0801
2019-08-14 2019-06-30 13F S&Pglobal Inc Com Common Stock 78409V104 0 -43 -100.00 0 -100.00
2019-05-15 2019-03-31 13F S&Pglobal Inc Com Common Stock 78409V104 43 43 9 0.0073
2019-02-15 2018-12-31 13F S&Pglobal Inc Com Common Stock 78409V104 0 -86 -100.00 0 -100.00
2018-11-14 2018-09-30 13F S&Pglobal Inc Com Common Stock 78409V104 86 0 0.00 17 -5.56 0.0130
2018-08-14 2018-06-30 13F S&Pglobal Inc Com Common Stock 78409V104 86 0 0.00 18 12.50 0.0144
2018-05-15 2018-03-31 13F S&Pglobal Inc Com Total Common Stock 78409V104 86 0 0.00 16 6.67 0.0141
2018-02-14 2017-12-31 13F S&Pglobal Inc Com Common Stock 78409V104 86 86 15 0.0122
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.