S&P Global Inc.
US ˙ NYSE ˙ US78409V1044

SecuritySPGI / S&P Global Inc.
InstitutionGM Advisory Group, Inc.
Latest Disclosed Ownership2,943 shares
Latest Disclosed Value $ 1,251,776
GM Advisory Group, Inc. ownership in SPGI / S&P Global Inc.

On April 28, 2026 - GM Advisory Group, Inc. filed a 13F-HR form disclosing ownership of 2,943 shares of S&P Global Inc. (US:SPGI) valued at $1,251,776 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,943 shares of S&P Global Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $1,213,369 USD.

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)
2026-04-28 2026-03-31 13F S&P Global Inc Com Com 78409V104 2,943 0 0.00 1,252 -18.61 0.0463
2026-02-13 2025-12-31 13F S&P Global Inc Com ETF 78409V104 2,943 22 0.75 1,538 8.16 0.0603
2025-11-19 2025-09-30 13F S&P GLOBAL COM 78409V104 2,921 -66 -2.21 1,422 -9.78 0.0605
2025-08-13 2025-06-30 13F S&P GLOBAL COM 78409V104 2,987 14 0.47 1,575 4.30 0.0778
2025-05-14 2025-03-31 13F S&P GLOBAL COM 78409V104 2,973 50 1.71 1,511 3.78 0.0816
2025-02-11 2024-12-31 13F S&P GLOBAL COM 78409V104 2,923 0 0.00 1,456 -3.64 0.0806
2024-11-12 2024-09-30 13F S&P GLOBAL COM 78409V104 2,923 2 0.07 1,510 15.98 0.0905
2024-08-12 2024-06-30 13F S&P GLOBAL COM 78409V104 2,921 -6 -0.20 1,303 4.58 0.0841
2024-05-09 2024-03-31 13F S&P GLOBAL COM 78409V104 2,927 18 0.62 1,245 -2.81 0.0873
2024-02-12 2023-12-31 13F S&P GLOBAL COM 78409V104 2,909 0 0.00 1,281 20.62 0.0968
2023-11-14 2023-09-30 13F S&P GLOBAL COM 78409V104 2,909 -5 -0.17 1,063 -9.08 0.0869
2023-08-14 2023-06-30 13F S&P GLOBAL COM 78409V104 2,914 5 0.17 1,168 16.57 0.0967
2023-05-12 2023-03-31 13F S&P GLOBAL COM 78409V104 2,909 7 0.24 1,003 3.19 0.0913
2023-02-13 2022-12-31 13F S&P GLOBAL COM 78409V104 2,902 0 0.00 972 9.59 0.1037
2022-11-14 2022-09-30 13F S&P GLOBAL COM 78409V104 2,902 1,613 125.14 886 104.15 0.1115
2022-08-15 2022-06-30 13F S&P GLOBAL COM 78409V104 1,289 25 1.98 434 -16.22 0.0677
2022-05-13 2022-03-31 13F S&P GLOBAL COM 78409V104 1,264 285 29.11 518 12.12 0.0616
2022-02-10 2021-12-31 13F S&P GLOBAL COM 78409V104 979 -253 -20.54 462 -11.66 0.0412
2021-11-12 2021-09-30 13F S&P GLOBAL COM 78409V104 1,232 0 0.00 523 3.36 0.0527
2021-08-16 2021-06-30 13F S&P GLOBAL COM 78409V104 1,232 0 0.00 506 16.32 0.0519
2021-05-13 2021-03-31 13F S&P GLOBAL COM 78409V104 1,232 0 0.00 435 7.41 0.0522
2021-02-12 2020-12-31 13F S&P GLOBAL COM 78409V104 1,232 0 0.00 405 -8.78 0.0542
2020-11-12 2020-09-30 13F S&P GLOBAL COM 78409V104 1,232 0 0.00 444 9.36 0.0679
2020-08-13 2020-06-30 13F S&P GLOBAL COM 78409V104 1,232 199 19.26 406 60.47 0.0751
2020-05-13 2020-03-31 13F S&P GLOBAL COM 78409V104 1,033 0 0.00 253 -10.28 0.0689
2020-02-14 2019-12-31 13F S&P GLOBAL COM 78409V104 1,033 0 0.00 282 11.46 0.0873
2019-11-14 2019-09-30 13F S&P GLOBAL COM 78409V104 1,033 0 0.00 253 7.66 0.0787
2019-08-09 2019-06-30 13F S&P GLOBAL COM 78409V104 1,033 0 0.00 235 8.29 0.0738
2019-05-14 2019-03-31 13F S&P GLOBAL COM 78409V104 1,033 1,033 217 0.0713
2019-02-13 2018-12-31 13F S&P GLOBAL COM 78409V104 0 -1,033 -100.00 0 -100.00
2018-11-13 2018-09-30 13F S&P GLOBAL COM 78409V104 1,033 0 0.00 202 -4.27 0.0633
2018-08-14 2018-06-30 13F S&P GLOBAL COM 78409V104 1,033 1,033 211 0.0627
2018-05-14 2018-03-31 13F S&P GLOBAL COM 78409V104 0 -1,203 -100.00 0 -100.00
2018-02-09 2017-12-31 13F S&P GLOBAL COM 78409V104 1,203 1,203 204 0.0555
2015-05-11 2015-03-31 13F MCGRAW HILL FINL COM 580645109 0 -3,082 -100.00 0 -100.00
2015-02-10 2014-12-31 13F MCGRAW HILL FINL COM 580645109 3,082 0 0.00 274 5.38 0.1478
2014-11-10 2014-09-30 13F MCGRAW HILL FINL COM 580645109 3,082 -523 -14.51 260 -13.04 0.1948
2014-07-31 2014-06-30 13F MCGRAW HILL FINL COM 580645109 3,605 -400 -9.99 299 -2.61 0.2593
2014-05-08 2014-03-31 13F/A-1 MCGRAW HILL FINL COM 580645109 4,005 -600 -13.03 307 -14.72 0.2381
2014-05-02 2014-03-31 13F MCGRAW HILL FINL COM 580645109 4,005 307
2014-02-04 2013-12-31 13F MCGRAW HILL FINL COM 580645109 4,605 4,605 360 0.3817
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.