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

Tulsa 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 		$864K Sell
2,120
-138
-6% -$58.3K 0.12% 77
2026
Q1 		$960K Sell
2,258
-880
-28% -$409K 0.17% 69
2025
Q4 		$1.64M Buy
+3,138
New +$1.55M 0.55% 39

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

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

Tulsa Wealth Advisors reduced its S&P Global (SPGI) stake by 6.1% in Q2 2026, selling an estimated $58.3K and leaving 2,120 shares worth $864K. The position accounts for 0.12% of the portfolio, ranked #77.

Tulsa Wealth Advisors first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.64M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Tulsa Wealth Advisors held 2,120 shares of S&P Global worth $864K as of Q2 2026.
  • Tulsa Wealth Advisors sold 138 S&P Global shares in Q2 2026, an estimated $58.3K.
  • S&P Global made up 0.12% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Tulsa Wealth Advisors first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Tulsa Wealth Advisors's S&P Global position peaked at $1.64M in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.