McDaniel Terry & Co’s S&P Global SPGI Stock Holding History

McDaniel Terry & Co’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
2025 Q4	–	Sell	-515	Closed	-$251K	–	88
2025 Q3	$251K	Hold	515	–	–	0.02%	86
2025 Q2	$272K	Hold	515	–	–	0.02%	84
2025 Q1	$262K	Hold	515	–	–	0.02%	90
2024 Q4	$256K	Hold	515	–	–	0.02%	91
2024 Q3	$266K	Hold	515	–	–	0.02%	89
2024 Q2	$230K	Sell	515 -75	-13%	-$32.2K	0.02%	88
2024 Q1	$251K	Buy	590 +75	+15%	+$32.5K	0.02%	96
2023 Q4	$227K	Buy	+515	New	+$203K	0.02%	81
2023 Q3	–	Sell	-515	Closed	-$206K	–	89
2023 Q2	$206K	Buy	+515	New	+$188K	0.02%	86
2023 Q1	–	Sell	-1,051	Closed	-$352K	–	98
2022 Q4	$352K	Buy	1,051 +90	+9%	+$29.7K	0.04%	68
2022 Q3	$293K	Hold	961	–	–	0.04%	75
2022 Q2	$324K	Buy	961 +440	+84%	+$157K	0.04%	71
2022 Q1	$214K	Sell	521 -162	-24%	-$66K	0.02%	90
2021 Q4	$322K	Buy	683 +162	+31%	+$74.1K	0.03%	84
2021 Q3	$221K	Hold	521	–	–	0.03%	82
2021 Q2	$214K	Buy	+521	New	+$200K	0.02%	86

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

McDaniel Terry & Co's SPGI Position: Q4 2025 in Review

McDaniel Terry & Co sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 515 shares — an estimated $251K sold.

McDaniel Terry & Co first reported a position in SPGI in Q2 2021 and held it in 16 quarters. The position peaked at $352K in Q4 2022. 2,200 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

McDaniel Terry & Co reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
McDaniel Terry & Co sold 515 S&P Global shares in Q4 2025, an estimated $251K.
McDaniel Terry & Co first reported a position in S&P Global in Q2 2021 and held it in 16 quarters.
McDaniel Terry & Co's S&P Global position peaked at $352K in Q4 2022.
2,200 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on McDaniel Terry & Co's 13F filing for Q4 2025, filed 10 Feb 2026.