Capital International Investors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Capital International Investors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42.9M	Sell	57,935 -27,164	-32%	-$19.7M	0.01%	367
2026 Q1	$53.8M	Sell	85,099 -36,362	-30%	-$24.7M	0.01%	322
2025 Q4	$83.4M	Buy	121,461 +38,454	+46%	+$26M	0.01%	313
2025 Q3	$55.1M	Buy	83,007 +37,349	+82%	+$23.9M	0.01%	339
2025 Q2	$28.1M	Sell	45,658 -71,893	-61%	-$41.1M	﹤0.01%	377
2025 Q1	$65.3M	Buy	117,551 +30,407	+35%	+$17.9M	0.01%	313
2024 Q4	$51.3M	Buy	87,144 +54,103	+164%	+$31.9M	0.01%	339
2024 Q3	$18.9M	Sell	33,041 -5,304	-14%	-$2.93M	﹤0.01%	383
2024 Q2	$21M	Buy	38,345 +14,439	+60%	+$7.56M	﹤0.01%	373
2024 Q1	$12.5M	Sell	23,906 -19,187	-45%	-$9.55M	﹤0.01%	393
2023 Q4	$20.5M	Buy	43,093 +6,776	+19%	+$3.02M	﹤0.01%	379
2023 Q3	$15.6M	Buy	36,317 +10,991	+43%	+$4.89M	﹤0.01%	390
2023 Q2	$11.1M	Sell	25,326 -6,619	-21%	-$2.78M	﹤0.01%	400
2023 Q1	$12.9M	Buy	31,945 +3,677	+13%	+$1.47M	﹤0.01%	400
2022 Q4	$10.8M	Buy	28,268 +6,143	+28%	+$2.36M	﹤0.01%	392
2022 Q3	$8.03M	Sell	22,125 -9,812	-31%	-$3.9M	﹤0.01%	402
2022 Q2	$12.1M	Buy	31,937 +10,589	+50%	+$4.34M	﹤0.01%	412
2022 Q1	$9.79M	Sell	21,348 -9,490	-31%	-$4.23M	﹤0.01%	422
2021 Q4	$14.7M	Buy	30,838 +11,407	+59%	+$5.24M	﹤0.01%	413
2021 Q3	$8.44M	Buy	19,431 +14,787	+318%	+$6.52M	﹤0.01%	426
2021 Q2	$1.99M	Sell	4,644 -9,367	-67%	-$3.91M	﹤0.01%	441
2021 Q1	$5.53M	Sell	14,011 -3,650	-21%	-$1.41M	﹤0.01%	425
2020 Q4	$6.57M	Buy	17,661 +9,123	+107%	+$3.24M	﹤0.01%	421
2020 Q3	$2.84M	Buy	+8,538	New	+$2.83M	﹤0.01%	420
2020 Q2	–	Sell	-967	Closed	-$253K	–	433
2020 Q1	$253K	Buy	+967	New	+$295K	﹤0.01%	388

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Capital International Investors's SPY Position: Q2 2026 in Review

Capital International Investors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 32% in Q2 2026, selling an estimated $19.7M and leaving 57,935 shares worth $42.9M. The position accounts for 0.01% of the portfolio, ranked #367.

Capital International Investors first reported a position in SPY in Q1 2020 and has held it in 25 quarters since. The position peaked at $83.4M in Q4 2025. 4,062 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Capital International Investors held 57,935 shares of State Street SPDR S&P 500 ETF Trust worth $42.9M as of Q2 2026.
Capital International Investors sold 27,164 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $19.7M.
State Street SPDR S&P 500 ETF Trust made up 0.01% of Capital International Investors's portfolio in Q2 2026, its #367 holding.
Capital International Investors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 25 quarters since.
Capital International Investors's State Street SPDR S&P 500 ETF Trust position peaked at $83.4M in Q4 2025.
4,062 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.