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

Capital World 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	$30.1M	Sell	40,567 -23,465	-37%	-$17M	﹤0.01%	524
2026 Q1	$40.5M	Buy	64,032 +11,466	+22%	+$7.8M	0.01%	478
2025 Q4	$36.1M	Buy	52,566 +10,917	+26%	+$7.38M	﹤0.01%	445
2025 Q3	$27.6M	Buy	41,649 +13,193	+46%	+$8.46M	﹤0.01%	462
2025 Q2	$17.5M	Sell	28,456 -9,393	-25%	-$5.37M	﹤0.01%	478
2025 Q1	$21M	Sell	37,849 -4,140	-10%	-$2.43M	﹤0.01%	460
2024 Q4	$24.7M	Buy	41,989 +20,220	+93%	+$11.9M	﹤0.01%	450
2024 Q3	$12.4M	Sell	21,769 -3,831	-15%	-$2.12M	﹤0.01%	465
2024 Q2	$14M	Buy	25,600 +12,273	+92%	+$6.42M	﹤0.01%	460
2024 Q1	$6.97M	Sell	13,327 -2,008	-13%	-$1,000K	﹤0.01%	480
2023 Q4	$7.31M	Buy	15,335 +6,608	+76%	+$2.94M	﹤0.01%	467
2023 Q3	$3.74M	Buy	8,727 +1,591	+22%	+$708K	﹤0.01%	480
2023 Q2	$3.13M	Sell	7,136 -2,393	-25%	-$1M	﹤0.01%	475
2023 Q1	$3.85M	Buy	9,529 +1,611	+20%	+$643K	﹤0.01%	478
2022 Q4	$3.04M	Buy	7,918 +36	+0.5%	+$13.8K	﹤0.01%	500
2022 Q3	$2.86M	Sell	7,882 -67	-0.8%	-$26.6K	﹤0.01%	510
2022 Q2	$3.02M	Buy	7,949 +4,189	+111%	+$1.72M	﹤0.01%	513
2022 Q1	$1.73M	Sell	3,760 -6,835	-65%	-$3.04M	﹤0.01%	559
2021 Q4	$5.04M	Buy	10,595 +1,961	+23%	+$900K	﹤0.01%	573
2021 Q3	$3.75M	Buy	8,634 +6,967	+418%	+$3.07M	﹤0.01%	584
2021 Q2	$713K	Sell	1,667 -2,471	-60%	-$1.03M	﹤0.01%	599
2021 Q1	$1.63M	Sell	4,138 -1,452	-26%	-$560K	﹤0.01%	579
2020 Q4	$2.08M	Buy	5,590 +3,699	+196%	+$1.31M	﹤0.01%	546
2020 Q3	$629K	Buy	+1,891	New	+$627K	﹤0.01%	548
2020 Q2	–	Sell	-753	Closed	-$197K	–	551
2020 Q1	$197K	Buy	+753	New	+$230K	﹤0.01%	509

Other funds holding SPY

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Capital World Investors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 37% in Q2 2026, selling an estimated $17M and leaving 40,567 shares worth $30.1M. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Capital World Investors first reported a position in SPY in Q1 2020 and has held it in 25 quarters since. The position peaked at $40.5M in Q1 2026. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Capital World Investors held 40,567 shares of State Street SPDR S&P 500 ETF Trust worth $30.1M as of Q2 2026.
Capital World Investors sold 23,465 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $17M.
State Street SPDR S&P 500 ETF Trust made up ﹤0.01% of Capital World Investors's portfolio in Q2 2026, its #524 holding.
Capital World 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 World Investors's State Street SPDR S&P 500 ETF Trust position peaked at $40.5M in Q1 2026.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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