S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership35,174 shares
Latest Disclosed Value $ 14,960,909
Wealthfront Advisers Llc reports 15.08% decrease in ownership of SPGI / S&P Global Inc.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 35,174 shares of S&P Global Inc. (MX:SPGI) valued at $14,960,909 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 41,421 shares of S&P Global Inc.. This represents a change in shares of -15.08% 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)
2026-05-05 2026-03-31 13F S&P GLOBAL COM 78409V104 35,174 -6,247 -15.08 14,961 -30.89 0.0328
2026-01-30 2025-12-31 13F S&P GLOBAL COM 78409V104 41,421 1,353 3.38 21,646 11.00 0.0484
2025-11-06 2025-09-30 13F S&P GLOBAL COM 78409V104 40,068 -659 -1.62 19,501 -9.19 0.0458
2025-07-31 2025-06-30 13F S&P GLOBAL COM 78409V104 40,727 2,391 6.24 21,475 10.25 0.0553
2025-05-02 2025-03-31 13F S&P GLOBAL COM 78409V104 38,336 4,316 12.69 19,479 14.97 0.0523
2025-04-01 2024-12-31 13F/A-1 S&P GLOBAL COM 78409V104 34,020 2,325 7.34 16,943 3.47 0.0495
2025-02-07 2024-12-31 13F S&P GLOBAL COM 78409V104 37,746 6,051 1,008 0.0030
2024-11-12 2024-09-30 13F S&P GLOBAL COM 78409V104 31,695 1,908 6.41 16,374 23.25 0.0503
2024-08-14 2024-06-30 13F S&P GLOBAL COM 78409V104 29,787 -917 -2.99 13,285 1.70 0.0447
2024-04-19 2024-03-31 13F S&P GLOBAL COM 78409V104 30,704 667 2.22 13,063 -1.27 0.0457
2024-02-09 2023-12-31 13F S&P GLOBAL COM 78409V104 30,037 -4,074 -11.94 13,232 6.15 0.0508
2023-11-01 2023-09-30 13F S&P GLOBAL COM 78409V104 34,111 -566 -1.63 12,465 -10.34 0.0537
2023-08-07 2023-06-30 13F S&P GLOBAL COM 78409V104 34,677 4,928 16.57 13,902 35.54 0.0589
2023-04-28 2023-03-31 13F S&P GLOBAL COM 78409V104 29,749 2,314 8.43 10,257 11.61 0.0466
2023-02-10 2022-12-31 13F S&P GLOBAL COM 78409V104 27,435 4,541 19.83 9,189 31.44 0.0445
2022-11-14 2022-09-30 13F S&P GLOBAL COM 78409V104 22,894 -2,623 -10.28 6,991 -18.72 0.0372
2022-07-20 2022-06-30 13F S&P GLOBAL COM 78409V104 25,517 2,654 11.61 8,601 -8.28 0.0432
2022-05-16 2022-03-31 13F S&P GLOBAL COM 78409V104 22,863 8,817 62.77 9,377 41.45 0.0411
2022-01-21 2021-12-31 13F S&P GLOBAL COM 78409V104 14,046 1,318 10.36 6,629 22.58 0.0280
2021-11-15 2021-09-30 13F S&P GLOBAL COM 78409V104 12,728 2,301 22.07 5,408 26.36 0.0251
2021-08-16 2021-06-30 13F S&P GLOBAL COM 78409V104 10,427 1,506 16.88 4,280 35.96 0.0203
2021-05-14 2021-03-31 13F S&P GLOBAL COM 78409V104 8,921 516 6.14 3,148 13.93 0.0169
2021-02-16 2020-12-31 13F S&P GLOBAL COM 78409V104 8,405 -732 -8.01 2,763 -16.15 0.0166
2020-11-16 2020-09-30 13F S&P GLOBAL COM 78409V104 9,137 -353 -3.72 3,295 5.37 0.0236
2020-08-14 2020-06-30 13F S&P GLOBAL COM 78409V104 9,490 -176 -1.82 3,127 32.00 0.0243
2020-05-15 2020-03-31 13F S&P GLOBAL COM 78409V104 9,666 42 0.44 2,369 -9.86 0.0215
2020-01-21 2019-12-31 13F S&P GLOBAL COM 78409V104 9,624 1,420 17.31 2,628 30.75 0.0195
2019-10-15 2019-09-30 13F S&P GLOBAL COM 78409V104 8,204 512 6.66 2,010 14.73 0.0169
2019-08-13 2019-06-30 13F S&P GLOBAL COM 78409V104 7,692 1,319 20.70 1,752 30.55 0.0152
2019-05-13 2019-03-31 13F S&P GLOBAL COM 78409V104 6,373 444 7.49 1,342 33.13 0.0124
2019-02-14 2018-12-31 13F S&P GLOBAL COM 78409V104 5,929 5,929 1,008 0.0107
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.