S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionStratos Wealth Partners, LTD.
Latest Disclosed Ownership10,297 shares
Latest Disclosed Value $ 4,379,824
Stratos Wealth Partners, LTD. reports 11.02% decrease in ownership of SPGI / S&P Global Inc.

On April 28, 2026 - Stratos Wealth Partners, LTD. filed a 13F-HR form disclosing ownership of 10,297 shares of S&P Global Inc. (MX:SPGI) valued at $4,379,824 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 11,572 shares of S&P Global Inc.. This represents a change in shares of -11.02% 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)
2026-04-28 2026-03-31 13F S&P GLOBAL COM 78409V104 10,297 -1,275 -11.02 4,380 -27.58 0.0498
2026-01-20 2025-12-31 13F S&P GLOBAL COM 78409V104 11,572 122 1.07 6,047 8.52 0.0684
2025-11-06 2025-09-30 13F S&P GLOBAL COM 78409V104 11,450 1,806 18.73 5,573 9.58 0.0657
2025-07-29 2025-06-30 13F S&P GLOBAL COM 78409V104 9,644 325 3.49 5,085 7.39 0.0687
2025-04-30 2025-03-31 13F S&P GLOBAL COM 78409V104 9,319 92 1.00 4,735 3.05 0.0721
2025-01-27 2024-12-31 13F S&P GLOBAL COM 78409V104 9,227 424 4.82 4,596 1.03 0.0649
2024-10-17 2024-09-30 13F S&P GLOBAL COM 78409V104 8,803 182 2.11 4,548 18.28 0.0657
2024-07-24 2024-06-30 13F S&P GLOBAL COM 78409V104 8,621 89 1.04 3,845 5.92 0.0615
2024-04-16 2024-03-31 13F S&P GLOBAL COM 78409V104 8,532 386 4.74 3,630 1.17 0.0602
2024-01-24 2023-12-31 13F S&P GLOBAL COM 78409V104 8,146 252 3.19 3,589 24.41 0.0669
2023-10-24 2023-09-30 13F S&P GLOBAL COM 78409V104 7,894 511 6.92 2,885 -2.57 0.0621
2023-07-18 2023-06-30 13F S&P GLOBAL COM 78409V104 7,383 1,020 16.03 2,960 34.97 0.0670
2023-04-27 2023-03-31 13F S&P GLOBAL COM 78409V104 6,363 -246 -3.72 2,194 -0.90 0.0585
2023-01-19 2022-12-31 13F S&P GLOBAL COM 78409V104 6,609 159 2.47 2,214 12.34 0.0560
2022-10-24 2022-09-30 13F S&P GLOBAL COM 78409V104 6,450 -320 -4.73 1,970 -13.67 0.0550
2022-07-22 2022-06-30 13F S&P GLOBAL COM 78409V104 6,770 265 4.07 2,282 -14.47 0.0575
2022-04-26 2022-03-31 13F S&P GLOBAL COM 78409V104 6,505 851 15.05 2,668 0.00 0.0596
2022-01-14 2021-12-31 13F S&P GLOBAL COM 78409V104 5,654 679 13.65 2,668 26.21 0.0591
2021-10-19 2021-09-30 13F S&P GLOBAL COM 78409V104 4,975 319 6.85 2,114 10.62 0.0538
2021-07-19 2021-06-30 13F S&P GLOBAL COM 78409V104 4,656 515 12.44 1,911 30.80 0.0476
2021-04-27 2021-03-31 13F S&P GLOBAL COM 78409V104 4,141 3,313 400.12 1,461 437.13 0.0404
2021-01-29 2020-12-31 13F S&P GLOBAL COM 78409V104 828 -38 -4.39 272 -13.10 0.0081
2020-10-29 2020-09-30 13F S&P GLOBAL COM 78409V104 866 866 313 0.0103
2020-05-04 2020-03-31 13F S&P GLOBAL COM 78409V104 0 -906 -100.00 0 -100.00
2020-01-29 2019-12-31 13F S&P GLOBAL COM 78409V104 906 -22 -2.37 247 8.81 0.0097
2019-11-12 2019-09-30 13F/A-1 S&P GLOBAL COM 78409V104 928 928 227 0.0098
2019-11-12 2019-09-30 13F S&P GLOBAL COM 78409V104 35 35 1 21.9919
2019-02-08 2018-12-31 13F S&P GLOBAL COM 78409V104 0 -262 -100.00 0 -100.00
2018-11-02 2018-09-30 13F S&P GLOBAL COM 78409V104 262 262 51 0.0023
2018-08-13 2018-06-30 13F S&P GLOBAL COM 78409V104 0 -262 -100.00 0 -100.00
2018-05-10 2018-03-31 13F S&P GLOBAL COM 78409V104 262 -21 -7.42 50 4.17 0.0021
2018-02-09 2017-12-31 13F S&P GLOBAL COM 78409V104 283 283 48 0.0022
2015-05-13 2015-03-31 13F MCGRAW HILL FINL COM 580645109 0 -156 -100.00 0 -100.00
2015-02-09 2014-12-31 13F MCGRAW HILL FINL COM 580645109 156 156 14 0.0022
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.