S&P Global Inc.
US ˙ NYSE ˙ US78409V1044

SecuritySPGI / S&P Global Inc.
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership14,574 shares
Latest Disclosed Value $ 7,093,312
Wetherby Asset Management Inc reports 0.04% decrease in ownership of SPGI / S&P Global Inc.

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 14,574 shares of S&P Global Inc. (US:SPGI) valued at $7,093,312 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 14,580 shares of S&P Global Inc.. This represents a change in shares of -0.04% during the quarter. The current value of the position is $6,185,789 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)
2025-11-14 2025-09-30 13F S&P GLOBAL COM 78409V104 14,574 -6 -0.04 7,093 -7.73 0.2896
2025-08-14 2025-06-30 13F S&P GLOBAL COM 78409V104 14,580 927 6.79 7,688 13.06 0.3422
2025-02-14 2024-12-31 13F S&P GLOBAL COM 78409V104 13,653 -158 -1.14 6,800 -4.70 0.3260
2024-11-14 2024-09-30 13F S&P GLOBAL COM 78409V104 13,811 179 1.31 7,135 17.35 0.3262
2024-08-14 2024-06-30 13F S&P GLOBAL COM 78409V104 13,632 562 4.30 6,080 9.33 0.2866
2024-05-15 2024-03-31 13F S&P GLOBAL COM 78409V104 13,070 -102 -0.77 5,561 -4.17 0.2650
2024-02-14 2023-12-31 13F S&P GLOBAL COM 78409V104 13,172 403 3.16 5,803 24.37 0.3023
2023-11-14 2023-09-30 13F S&P GLOBAL COM 78409V104 12,769 100 0.79 4,666 -8.13 0.2646
2023-08-14 2023-06-30 13F S&P GLOBAL COM 78409V104 12,669 908 7.72 5,079 25.26 0.2735
2023-05-12 2023-03-31 13F S&P GLOBAL COM 78409V104 11,761 249 2.16 4,055 5.16 0.2373
2023-02-14 2022-12-31 13F S&P GLOBAL COM 78409V104 11,512 -996 -7.96 3,856 0.94 0.2476
2022-11-14 2022-09-30 13F S&P GLOBAL COM 78409V104 12,508 1,327 11.87 3,819 1.33 0.2693
2022-08-15 2022-06-30 13F S&P GLOBAL COM 78409V104 11,181 -986 -8.10 3,769 -24.48 0.2573
2022-05-16 2022-03-31 13F S&P GLOBAL COM 78409V104 12,167 3,235 36.22 4,991 18.41 0.2860
2022-02-14 2021-12-31 13F S&P GLOBAL COM 78409V104 8,932 195 2.23 4,215 13.55 0.2367
2021-11-15 2021-09-30 13F S&P GLOBAL COM 78409V104 8,737 130 1.51 3,712 5.07 0.2290
2021-08-16 2021-06-30 13F S&P GLOBAL COM 78409V104 8,607 574 7.15 3,533 24.66 0.2156
2021-05-14 2021-03-31 13F S&P GLOBAL COM 78409V104 8,033 -1,550 -16.17 2,834 -10.03 0.2160
2021-02-11 2020-12-31 13F S&P GLOBAL COM 78409V104 9,583 9,069 1,764.40 3,150 1,602.70 0.2136
2020-12-16 2020-09-30 13F/A-01 S&P GLOBAL COM 78409V104 8,823 -64 3,182 0.2917
2020-12-16 2020-09-30 13F/A-02 S&P GLOBAL COM 78409V104 514 -8,373 -94.22 185 -93.68 0.5559
2020-11-13 2020-09-30 13F S&P GLOBAL COM 78409V104 9,762 875 3,520 223,902.9076
2020-08-14 2020-06-30 13F S&P GLOBAL COM 78409V104 8,887 2,258 34.06 2,928 80.30 0.2775
2020-05-06 2020-03-31 13F S&P GLOBAL COM 78409V104 6,629 -164 -2.41 1,624 -12.45 0.1823
2020-01-28 2019-12-31 13F S&P GLOBAL COM 78409V104 6,793 -69 -1.01 1,855 10.35 0.1827
2019-10-31 2019-09-30 13F S&P GLOBAL COM 78409V104 6,862 -294 -4.11 1,681 3.13 0.1755
2019-07-25 2019-06-30 13F S&P GLOBAL COM 78409V104 7,156 58 0.82 1,630 9.03 0.1784
2019-07-25 2019-03-31 13F/A-1 S&P GLOBAL COM 78409V104 7,098 292 4.29 1,495 29.33 0.1862
2019-05-09 2019-03-31 13F S&P GLOBAL COM 78409V104 7,098 292 1,495
2019-01-30 2018-12-31 13F S&P GLOBAL COM 78409V104 6,806 194 2.93 1,156 -10.53 0.1635
2018-11-07 2018-09-30 13F S&P GLOBAL COM 78409V104 6,612 -17 -0.26 1,292 -4.44 0.1596
2018-07-24 2018-06-30 13F S&P GLOBAL COM 78409V104 6,629 110 1.69 1,352 8.59 0.1830
2018-05-04 2018-03-31 13F S&P GLOBAL COM 78409V104 6,519 -280 -4.12 1,245 8.07 0.1718
2018-02-09 2017-12-31 13F S&P GLOBAL COM 78409V104 6,799 -563 -7.65 1,152 0.09 0.1598
2017-11-13 2017-09-30 13F S&P GLOBAL COM 78409V104 7,362 91 1.25 1,151 8.38 0.1712
2017-08-01 2017-06-30 13F S&P GLOBAL COM 78409V104 7,271 164 2.31 1,062 14.32 0.1807
2017-04-27 2017-03-31 13F S&P GLOBAL COM 78409V104 7,107 1,156 19.43 929 45.16 0.1671
2017-02-08 2016-12-31 13F S&P GLOBAL COM 78409V104 5,951 -7 -0.12 640 -15.12 0.1253
2016-11-14 2016-09-30 13F S&P GLOBAL COM 78409V104 5,958 -71 -1.18 754 16.72 0.1525
2016-08-10 2016-06-30 13F S&P GLOBAL COM 78409V104 6,029 101 1.70 646 10.05 0.1432
2016-05-10 2016-03-31 13F MCGRAW HILL FINL COM 580645109 5,928 948 19.04 587 19.55 0.1383
2016-02-08 2015-12-31 13F MCGRAW HILL FINL COM 580645109 4,980 24 0.48 491 14.72 0.1177
2015-11-12 2015-09-30 13F MCGRAW HILL FINL COM 580645109 4,956 369 8.04 428 -7.16 0.1097
2015-08-12 2015-06-30 13F MCGRAW HILL FINL COM 580645109 4,587 64 1.41 461 -1.50 0.1108
2015-05-08 2015-03-31 13F MCGRAW HILL FINL COM 580645109 4,523 236 5.51 468 22.51 0.1139
2015-02-12 2014-12-31 13F MCGRAW HILL FINL COM 580645109 4,287 194 4.74 382 10.40 0.0961
2014-11-03 2014-09-30 13F MCGRAW HILL FINL COM 580645109 4,093 132 3.33 346 5.17 0.0965
2014-08-01 2014-06-30 13F MCGRAW HILL FINL COM 580645109 3,961 -57 -1.42 329 7.52 0.0929
2014-05-05 2014-03-31 13F/A-1 MCGRAW HILL FINL COM 580645109 4,018 575 16.70 306 13.75 0.0877
2014-04-30 2014-03-31 13F MCGRAW HILL FINL COM 580645109 4,018 306
2014-01-29 2013-12-31 13F MCGRAW HILL FINL COM 580645109 3,443 -48 -1.37 269 17.47 0.0767
2013-10-29 2013-09-30 13F MCGRAW HILL FINL COM 580645109 3,491 3,491 229 0.0714
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.