SOA Wealth Advisors, LLC.

Position in SPGI — S&P Global Inc.

CIK 1849444 NEW YORK, NY

Position in SPGI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,147,032

+$1,121,385 QoQ

Shares Held

3,147

-80.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#998

of 1,991 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $1,419,462 across 4 Financial Data & Stock Exchanges names. SPGI ranks #1 (80.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	3,147	$1,147,032
2	ICE	Intercontinental Exchange, Inc.	1,710	$210,518
3	COIN	Coinbase Global, Inc.	422	$61,692
4	CME	Cme Group Inc.	1	$220

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,147,032	2,977	-80.2%	Shares	Sole	2026-07-21
2026-03-31	$25,647	15,026	-1.8%	Shares	Sole	2026-05-20
2025-12-31	$171,507	15,300	-0.0%	Shares	Sole	2026-01-20
2025-09-30	$164,095	15,307	+0.6%	Shares	Sole	2025-10-21
2025-06-30	$125,295	15,210	-2.9%	Shares	Sole	2025-07-18
2025-03-31	$112,603	15,672	+48875.0%	Shares	Sole	2025-04-14
2024-12-31	$15,936	32	0.0%	Shares	Sole	2025-02-06
2024-09-30	$16,531	32	+52.4%	Shares	Sole	2024-11-20
2024-06-30	$9,365	21	-4.5%	Shares	Sole	2024-07-17
2024-03-31	$9,359	22	0.0%	Shares	Sole	2024-04-10
2023-12-31	$9,691	22	0.0%	Shares	Sole	2024-02-13
2023-09-30	$8,039	22	0.0%	Shares	Sole	2023-10-10
2023-06-30	$8,819	22	0.0%	Shares	Sole	2023-07-07
2023-03-31	$7,584	22	0.0%	Shares	Sole	2023-04-28
2022-12-31	$7,368	22	-12.0%	Shares	Sole	2023-01-10
2022-09-30	$7,633	25	-30.6%	Shares	Sole	2022-10-07
2022-06-30	$12,134	36	-92.6%	Shares	Sole	2022-07-13
2022-03-31	$198,527	484	+469.4%	Shares	Sole	2022-04-07
2021-12-31	$40,114	85	0.0%	Shares	Sole	2022-01-13
2021-09-30	$36,115	85	0.0%	Shares	Sole	2021-10-12
2021-06-30	$34,888	85	+28.8%	Shares	Sole	2021-07-14
2021-03-31	$23,289	66	-21.4%	Shares	Sole	2021-04-26
2020-12-31	$27,613	84	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.