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McAdam LLC’s S&P Global SPGI Stock Holding History

McAdam LLC’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
Q1 		– Sell
-427
Closed -$223K – 469
2025
Q4 		$223K Buy
427
+13
+3% +$6.43K 0.01% 384
2025
Q3 		$202K Buy
+414
New +$222K 0.01% 384
2023
Q1 		– Sell
-434
Closed -$205K – 277
2022
Q4 		$205K Buy
+434
New +$143K 0.02% 181
2022
Q1 		– Sell
-434
Closed -$205K – 219
2021
Q4 		$205K Buy
+434
New +$199K 0.02% 181
2018
Q4 		– Sell
-399
Closed -$78K – 524
2018
Q3 		$78K Sell
399
-6
-1% -$1.24K 0.03% 133
2018
Q2 		$83K Sell
405
-26
-6% -$5.14K 0.03% 115
2018
Q1 		$82K Buy
+431
New +$79.6K 0.04% 115

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

McAdam LLC's SPGI Position: Q1 2026 in Review

McAdam LLC sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 427 shares — an estimated $223K sold.

McAdam LLC first reported a position in SPGI in Q1 2018 and held it in 7 quarters. The position peaked at $223K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • McAdam LLC reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • McAdam LLC sold 427 S&P Global shares in Q1 2026, an estimated $223K.
  • McAdam LLC first reported a position in S&P Global in Q1 2018 and held it in 7 quarters.
  • McAdam LLC's S&P Global position peaked at $223K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.