Smith Salley Wealth Management

Position in SPGI — S&P Global Inc.

CIK 1482012 GREENSBORO, NC

Position in SPGI

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$14,989,633

-$1,649,666 QoQ

Shares Held

41,122

-0.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#410

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Smith Salley Wealth Management holds $22,605,629 across 4 Financial Data & Stock Exchanges names. SPGI ranks #1 (66.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	41,122	$14,989,633
2	MCO	Moodys Corp /De/	11,164	$5,056,398
3	CME	Cme Group Inc.	8,926	$1,971,128
4	NDAQ	Nasdaq, Inc.	7,466	$588,470

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,989,633	38,904	-0.6%	Shares	Sole	2026-07-23
2026-03-31	$16,639,299	39,120	+1.4%	Shares	Sole	2026-04-16
2025-12-31	$20,170,406	38,597	-0.7%	Shares	Sole	2026-01-27
2025-09-30	$18,926,206	38,886	+1.4%	Shares	Sole	2025-10-20
2025-06-30	$20,226,319	38,359	+2.8%	Shares	Sole	2025-07-17
2025-03-31	$18,961,276	37,318	+0.6%	Shares	Sole	2025-04-25
2024-12-31	$18,466,453	37,079	+0.6%	Shares	Sole	2025-01-15
2024-09-30	$19,032,799	36,841	+2.4%	Shares	Sole	2024-10-24
2024-06-30	$16,044,403	35,974	+5.8%	Shares	Sole	2024-07-29
2024-03-31	$14,469,980	34,011	-25.3%	Shares	Sole	2024-05-02
2023-12-31	$20,044,538	45,502	+3.0%	Shares	Sole	2024-01-24
2023-09-30	$16,143,081	44,178	+4.1%	Shares	Other	2023-10-27
2023-06-30	$17,018,981	42,453	+1.2%	Shares	Sole	2023-08-04
2023-03-31	$14,458,275	41,936	+3.8%	Shares	Other	2023-05-03
2022-12-31	$13,525,548	40,382	-1.0%	Shares	Other	2023-02-03
2022-09-30	$12,456,140	40,793	+1.2%	Shares	Other	2022-11-01
2022-06-30	$13,590,594	40,321	+71.8%	Shares	Other	2022-08-01
2022-03-31	$9,627,333	23,471	+2.2%	Shares	Sole	2022-05-10
2021-12-31	$10,837,399	22,964	+1.6%	Shares	Sole	2022-02-10
2021-09-30	$9,601,238	22,597	+1.0%	Shares	Other	2021-11-05
2021-06-30	$9,180,534	22,367	+2.2%	Shares	Sole	2021-08-09
2021-03-31	$7,722,560	21,885	+5.1%	Shares	Sole	2021-04-30
2020-12-31	$6,844,814	20,822	+5.0%	Shares	Sole	2021-01-28
2020-09-30	$7,152,861	19,836	+4.7%	Shares	Sole	2020-11-05
2020-06-30	$6,242,986	18,948	+3.8%	Shares	Other	2020-08-04
2020-03-31	$4,473,142	18,254	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.