PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in SPGI — S&P Global Inc.

CIK 2145782 WALTHAM, MA

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Position in SPGI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$97,335

-$14,954 QoQ

Shares Held

253

-9.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,723

of 1,991 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in SPGI Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $440,939 across 6 Financial Data & Stock Exchanges names. SPGI ranks #3 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBOE	Cboe Global Markets, Inc.	677	$164,287
2	FDS	Factset Research Systems Inc	703	$161,746
3	SPGI	S&P Global Inc. This page	253	$97,335
4	MSCI	MSCI Inc.	15	$8,400
5	ICE	Intercontinental Exchange, Inc.	46	$5,663
6	COIN	Coinbase Global, Inc.	24	$3,508

All Filings in SPGI

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$97,335	239	-9.5%	Shares	Sole	2026-08-07
2026-03-31	$112,289	264	+20.5%	Shares	Sole	2026-08-07
2025-12-31	$114,447	219	+18.4%	Shares	Sole	2026-08-07
2025-09-30	$90,041	185	-6.6%	Shares	Sole	2026-08-07
2025-06-30	$104,403	198	+45.6%	Shares	Sole	2026-08-07
2025-03-31	$69,101	136	+19.3%	Shares	Sole	2026-08-07
2024-12-31	$56,775	114	+3.6%	Shares	Sole	2026-08-07
2024-09-30	$56,828	110	0.0%	Shares	Sole	2026-08-07
2024-06-30	$49,059	110	0.0%	Shares	Sole	2026-08-07
2024-03-31	$46,799	110	0.0%	Shares	Sole	2026-08-07
2023-12-31	$48,457	110	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.