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Scissortail Wealth Management’s S&P Global SPGI Stock Holding History

Scissortail Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-511
Closed -$254K – 127
2024
Q4 		$254K Buy
511
+507
+12,675% +$257K 0.07% 106
2024
Q3 		$264K Sell
4
-482
-99% -$239K 0.06% 108
2024
Q2 		$217K Buy
+486
New +$209K 0.06% 113
2024
Q1 		– Sell
-482
Closed -$217K – 197
2023
Q4 		$217K Buy
+482
New +$190K 0.07% 143

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Scissortail Wealth Management's SPGI Position: Q1 2025 in Review

Scissortail Wealth Management sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 511 shares — an estimated $254K sold.

Scissortail Wealth Management first reported a position in SPGI in Q4 2023 and held it in 4 quarters. The position peaked at $264K in Q3 2024. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Scissortail Wealth Management reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
  • Scissortail Wealth Management sold 511 S&P Global shares in Q1 2025, an estimated $254K.
  • Scissortail Wealth Management first reported a position in S&P Global in Q4 2023 and held it in 4 quarters.
  • Scissortail Wealth Management's S&P Global position peaked at $264K in Q3 2024.
  • 2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Scissortail Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.