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SOA Wealth Advisors’s S&P Global SPGI Stock Holding History

SOA Wealth Advisors’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
2026
Q2 		$6.63K Sell
2,977
-12,049
-80% -$5.09M ﹤0.01% 672
2026
Q1 		$25.6K Sell
15,026
-274
-2% -$127K ﹤0.01% 463
2025
Q4 		$172K Sell
15,300
-7
-0% -$3.46K 0.03% 222
2025
Q3 		$164K Buy
15,307
+97
+0.6% +$51.9K 0.03% 227
2025
Q2 		$125K Sell
15,210
-462
-3% -$231K 0.02% 252
2025
Q1 		$113K Buy
15,672
+15,640
+48,875% +$7.99M 0.02% 248
2024
Q4 		$16K Hold
32
– – ﹤0.01% 489
2024
Q3 		$16.6K Buy
32
+11
+52% +$5.44K ﹤0.01% 481
2024
Q2 		$9.41K Sell
21
-1
-5% -$429 ﹤0.01% 546
2024
Q1 		$9.4K Hold
22
– – ﹤0.01% 548
2023
Q4 		$9.73K Hold
22
– – ﹤0.01% 529
2023
Q3 		$8.06K Hold
22
– – ﹤0.01% 555
2023
Q2 		$8.84K Hold
22
– – ﹤0.01% 546
2023
Q1 		$7.6K Hold
22
– – ﹤0.01% 563
2022
Q4 		$7.38K Sell
22
-3
-12% -$989 ﹤0.01% 565
2022
Q3 		$7K Sell
25
-11
-31% -$3.94K ﹤0.01% 564
2022
Q2 		$12K Sell
36
-448
-93% -$160K ﹤0.01% 473
2022
Q1 		$198K Buy
484
+399
+469% +$163K 0.05% 160
2021
Q4 		$40K Hold
85
– – 0.01% 328
2021
Q3 		$36K Hold
85
– – 0.01% 361
2021
Q2 		$34K Buy
85
+19
+29% +$7.3K 0.01% 368
2021
Q1 		$23K Sell
66
-18
-21% -$5.99K 0.01% 380
2020
Q4 		$27K Buy
+84
New +$28.3K 0.01% 349

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SOA Wealth Advisors's SPGI Position: Q2 2026 in Review

SOA Wealth Advisors reduced its S&P Global (SPGI) stake by 80% in Q2 2026, selling an estimated $5.09M and leaving 2,977 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

SOA Wealth Advisors first reported a position in SPGI in Q4 2020 and has held it in 23 quarters since. The position peaked at $198K in Q1 2022. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • SOA Wealth Advisors held 2,977 shares of S&P Global worth $6.63K as of Q2 2026.
  • SOA Wealth Advisors sold 12,049 S&P Global shares in Q2 2026, an estimated $5.09M.
  • S&P Global made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #672 holding.
  • SOA Wealth Advisors first reported a position in S&P Global in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's S&P Global position peaked at $198K in Q1 2022.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.