McElhenny Sheffield Capital Management’s S&P Global SPGI Stock Holding History

McElhenny Sheffield Capital Management’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	-869	Closed	-$454K	–	110
2025 Q4	$454K	Buy	869 +78	+10%	+$38.6K	0.11%	48
2025 Q3	$385K	Sell	791 -131	-14%	-$70.1K	0.09%	64
2025 Q2	$486K	Buy	+922	New	+$460K	0.13%	52
2025 Q1	–	Sell	-1,092	Closed	-$544K	–	117
2024 Q4	$544K	Buy	+1,092	New	+$554K	0.18%	37
2023 Q1	–	Sell	-6	Closed	-$2.01K	–	541
2022 Q4	$2.01K	Buy	+6	New	+$1.98K	﹤0.01%	494

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

McElhenny Sheffield Capital Management's SPGI Position: Q1 2026 in Review

McElhenny Sheffield Capital Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 869 shares — an estimated $454K sold.

McElhenny Sheffield Capital Management first reported a position in SPGI in Q4 2022 and held it in 5 quarters. The position peaked at $544K in Q4 2024. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

McElhenny Sheffield Capital Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
McElhenny Sheffield Capital Management sold 869 S&P Global shares in Q1 2026, an estimated $454K.
McElhenny Sheffield Capital Management first reported a position in S&P Global in Q4 2022 and held it in 5 quarters.
McElhenny Sheffield Capital Management's S&P Global position peaked at $544K in Q4 2024.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.