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

Capital Research Global 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	$13.5M	Sell	18,193 -24,014	-57%	-$17.4M	﹤0.01%	403
2026 Q1	$26.7M	Buy	42,207 +16,250	+63%	+$11M	﹤0.01%	398
2025 Q4	$17.8M	Buy	25,957 +21,807	+525%	+$14.7M	﹤0.01%	400
2025 Q3	$2.75M	Buy	4,150 +1,731	+72%	+$1.11M	﹤0.01%	423
2025 Q2	$1.49M	Sell	2,419 -3,084	-56%	-$1.76M	﹤0.01%	422
2025 Q1	$3.06M	Buy	5,503 +76	+1%	+$44.7K	﹤0.01%	442
2024 Q4	$3.19M	Buy	5,427 +1,877	+53%	+$1.11M	﹤0.01%	427
2024 Q3	$2.03M	Sell	3,550 -477	-12%	-$264K	﹤0.01%	407
2024 Q2	$2.2M	Buy	4,027 +1,564	+63%	+$819K	﹤0.01%	408
2024 Q1	$1.29M	Sell	2,463 -2,607	-51%	-$1.3M	﹤0.01%	409
2023 Q4	$2.42M	Buy	5,070 +2,109	+71%	+$939K	﹤0.01%	401
2023 Q3	$1.27M	Buy	2,961 +1,973	+200%	+$878K	﹤0.01%	408
2023 Q2	$433K	Buy	988 +115	+13%	+$48.3K	﹤0.01%	412
2023 Q1	$352K	Sell	873 -3,914	-82%	-$1.56M	﹤0.01%	423
2022 Q4	$1.84M	Buy	4,787 +2,424	+103%	+$932K	﹤0.01%	427
2022 Q3	$857K	Buy	2,363 +57	+2%	+$22.6K	﹤0.01%	424
2022 Q2	$877K	Sell	2,306 -391	-14%	-$160K	﹤0.01%	418
2022 Q1	$1.24M	Buy	2,697 +165	+7%	+$73.5K	﹤0.01%	434
2021 Q4	$1.21M	Buy	2,532 +1,860	+277%	+$854K	﹤0.01%	435
2021 Q3	$292K	Sell	672 -13	-2%	-$5.73K	﹤0.01%	440
2021 Q2	$293K	Sell	685 -314	-31%	-$131K	﹤0.01%	436
2021 Q1	$394K	Sell	999 -726	-42%	-$280K	﹤0.01%	424
2020 Q4	$642K	Buy	1,725 +1,101	+176%	+$391K	﹤0.01%	395
2020 Q3	$207K	Buy	+624	New	+$207K	﹤0.01%	404
2020 Q2	–	Sell	-993	Closed	-$260K	–	418
2020 Q1	$260K	Buy	+993	New	+$303K	﹤0.01%	387

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 Research Global Investors's SPY Position: Q2 2026 in Review

Capital Research Global Investors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 57% in Q2 2026, selling an estimated $17.4M and leaving 18,193 shares worth $13.5M. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Capital Research Global Investors first reported a position in SPY in Q1 2020 and has held it in 25 quarters since. The position peaked at $26.7M in Q1 2026. 4,062 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Capital Research Global Investors held 18,193 shares of State Street SPDR S&P 500 ETF Trust worth $13.5M as of Q2 2026.
Capital Research Global Investors sold 24,014 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $17.4M.
State Street SPDR S&P 500 ETF Trust made up ﹤0.01% of Capital Research Global Investors's portfolio in Q2 2026, its #403 holding.
Capital Research Global 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 Research Global Investors's State Street SPDR S&P 500 ETF Trust position peaked at $26.7M in Q1 2026.
4,062 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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