Wellspring Financial Advisors, LLC

Position in SPGI — S&P Global Inc.

CIK 1811308 CLEVELAND, OH

Position in SPGI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$612,623

-$104,500 QoQ

Shares Held

1,681

-5.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,195

of 1,991 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wellspring Financial Advisors, LLC holds $3,820,832 across 6 Financial Data & Stock Exchanges names. SPGI ranks #3 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	10,365	$1,276,035
2	CME	Cme Group Inc.	3,511	$775,334
3	SPGI	S&P Global Inc. This page	1,681	$612,623
4	MSCI	MSCI Inc.	960	$537,638
5	TRU	TransUnion	4,591	$331,194
6	NDAQ	Nasdaq, Inc.	3,654	$288,008

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$612,623	1,590	-5.7%	Shares	Sole	2026-07-20
2026-03-31	$717,123	1,686	-23.1%	Shares	Sole	2026-05-15
2025-12-31	$1,146,039	2,193	+211.9%	Shares	Sole	2026-02-11
2025-09-30	$342,157	703	-25.1%	Shares	Sole	2025-11-13
2025-06-30	$494,598	938	+48.2%	Shares	Sole	2025-08-13
2025-03-31	$321,627	633	+22.0%	Shares	Sole	2025-05-15
2024-12-31	$258,477	519	-49.8%	Shares	Sole	2025-02-13
2024-09-30	$533,668	1,033	+59.2%	Shares	Sole	2024-11-13
2024-06-30	$289,453	649	+8.3%	Shares	Sole	2024-08-12
2024-03-31	$254,844	599	+0.8%	Shares	Sole	2024-05-01
2023-12-31	$261,668	594	-10.8%	Shares	Sole	2024-02-13
2023-09-30	$243,363	666	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.