Foundations Investment Advisors, LLC

Endowment

Position in SPGI — S&P Global Inc.

CIK 1743404 PHOENIX, AZ

Position in SPGI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,039,734

-$555,290 QoQ

Shares Held

2,699

-31.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,023

of 1,991 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $6,607,353 across 4 Financial Data & Stock Exchanges names. SPGI ranks #2 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COIN	Coinbase Global, Inc.	34,324	$5,017,824
2	SPGI	S&P Global Inc. This page	2,699	$1,039,734
3	ICE	Intercontinental Exchange, Inc.	2,595	$319,470
4	CME	Cme Group Inc.	1,043	$230,325

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,039,734	2,553	-31.9%	Shares	Sole	2026-08-14
2026-03-31	$1,595,024	3,750	-6.3%	Shares	Other	2026-05-11
2025-12-31	$2,091,404	4,002	+48.4%	Shares	Other	2026-02-10
2025-09-30	$1,312,170	2,696	-3.1%	Shares	Sole	2025-11-03
2025-06-30	$1,467,448	2,783	+3.5%	Shares	Sole	2025-08-08
2025-03-31	$1,365,772	2,688	+1.0%	Shares	Sole	2025-05-07
2024-12-31	$1,325,257	2,661	+19.4%	Shares	Sole	2025-01-22
2024-09-30	$1,151,029	2,228	+4.5%	Shares	Sole	2024-10-21
2024-06-30	$951,317	2,133	+1.0%	Shares	Sole	2024-08-02
2024-03-31	$898,124	2,111	-1.4%	Shares	Sole	2024-05-13
2023-12-31	$943,593	2,142	+0.9%	Shares	Sole	2024-02-08
2023-09-30	$775,765	2,123	+2.0%	Shares	Sole	2023-10-05
2023-06-30	$834,252	2,081	-17.5%	Shares	Sole	2023-07-19
2023-03-31	$869,854	2,523	+37.3%	Shares	Sole	2023-04-25
2022-12-31	$615,619	1,838	-0.1%	Shares	Sole	2023-01-11
2022-09-30	$561,538	1,839	-2.3%	Shares	Sole	2022-10-19
2022-06-30	$634,683	1,883	+3.0%	Shares	Sole	2022-07-08
2022-03-31	$750,219	1,829	—	Shares	Sole	2022-04-19
No filing history on record for this holder in this stock.