S&p Global shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in S&p Global
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Quarterly reported holdings in S&p Global by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $164k | 15k | 10.72 |
| 2025-06-30 | $125k | 15k | 8.24 |
| 2025-03-31 | $113k | 16k | 7.19 |
| 2024-12-31 | $16k | 32 | 499.75 |
| 2024-09-30 | $17k | 32 | 518.31 |
| 2024-06-30 | $9.4k | 21 | 448.05 |
| 2024-03-31 | $9.4k | 22 | 427.14 |
| 2023-12-31 | $9.7k | 22 | 442.09 |
| 2023-09-30 | $8.1k | 22 | 366.59 |
| 2023-06-30 | $8.8k | 22 | 402.00 |
| 2023-03-31 | $7.6k | 22 | 345.59 |
| 2022-12-31 | $7.4k | 22 | 335.55 |
| 2022-09-30 | $7.0k | 25 | 280.00 |
| 2022-06-30 | $12k | 36 | 333.33 |
| 2022-03-31 | $198k | 484 | 409.09 |
| 2021-12-31 | $40k | 85 | 470.59 |
| 2021-09-30 | $36k | 85 | 423.53 |
| 2021-06-30 | $34k | 85 | 400.00 |
| 2021-03-31 | $23k | 66 | 348.48 |
| 2020-12-31 | $27k | 84 | 321.43 |