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Capital Research Global Investors Historic Quarter Change: USA ETF, Added

Capital Research Global Investors historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Capital Research Global Investors opened 12 positions, added to 21, reduced 17 and sold out of 11.

  • Q2 2026: Stock IWF; Country of operation —; Class RUS 1000 GRW ETF; Shares before 1,236.
  • Q1 2026: Stock BIL; Country of operation —; Class STATE STREET SPD; Shares before 49,385.
  • Q1 2026: Stock SPY; Country of operation —; Class TR UNIT; Shares before 25,957.
  • Q1 2026: Stock ACWI; Country of operation —; Class MSCI ACWI ETF; Shares before 14,359.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1422848), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-03-02); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2007-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IWF
ISHARES TR
RUS 1000 GRW ETF1,2363,787+2,551$507,708$461,935-$45,7732026-08-12
Q1 2026BIL
SPDR SERIES TRUST
STATE STREET SPD49,385516,253+466,868$4,512,310$47,309,420+$42,797,1102026-05-13
Q1 2026SPY
STATE STR SPDR S&P 500 ETF T
TR UNIT25,95742,207+16,250$17,832,404$26,673,501+$8,841,0972026-05-13
Q1 2026ACWI
ISHARES TR
MSCI ACWI ETF14,35914,423+64$2,044,865$1,935,422-$109,4432026-05-13
Q4 2025SPY
SPDR S&P 500 ETF TR
TR UNIT4,15025,957+21,807$2,753,969$17,832,404+$15,078,4352026-02-11
Q4 2025ACWI
ISHARES TR
MSCI ACWI ETF6,34914,359+8,010$874,130$2,044,865+$1,170,7352026-02-11
Q4 2025IWF
ISHARES TR
RUS 1000 GRW ETF6132,768+2,155$286,227$1,320,282+$1,034,0552026-02-11
Q3 2025SPY
SPDR S&P 500 ETF TR
TR UNIT2,4194,150+1,731$1,487,701$2,753,969+$1,266,2682025-11-13
Q3 2025ACWI
ISHARES TR
MSCI ACWI ETF5,4756,349+874$701,019$874,130+$173,1112025-11-13
Q2 2025BIL
SPDR SERIES TRUST
BLOOMBERG 1-3 MO67,20379,995+12,792$6,164,522$7,337,126+$1,172,6042025-08-13
Q2 2025IWF
ISHARES TR
RUS 1000 GRW ETF641658+17$231,223$277,304+$46,0812025-08-13
Q1 2025BIL
SPDR SER TR
BLOOMBERG 1-3 MO51,20067,203+16,003$4,680,121$6,164,522+$1,484,4012025-05-12
Q1 2025SPY
SPDR S&P 500 ETF TR
TR UNIT5,4275,503+76$3,191,993$3,057,739-$134,2542025-05-12
Q4 2024ACWI
ISHARES TR
MSCI ACWI ETF16,90330,948+14,045$2,020,923$3,646,293+$1,625,3702025-02-13
Q4 2024SPY
SPDR S&P 500 ETF TR
TR UNIT3,5505,427+1,877$2,028,807$3,191,993+$1,163,1862025-02-13
Q4 2024VEA
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT6,1758,885+2,710$327,152$424,792+$97,6402025-02-13
Q3 2024BIL
SPDR SER TR
BLOOMBERG 1-3 MO61,447105,568+44,121$5,637,741$9,691,196+$4,053,4552024-11-13
Q3 2024ACWI
ISHARES TR
MSCI ACWI ETF9,31116,903+7,592$1,048,605$2,020,923+$972,3182024-11-13
Q2 2024BIL
SPDR SER TR
BLOOMBERG 1-3 MO49,85361,447+11,594$4,576,512$5,637,741+$1,061,2292024-08-13
Q2 2024SPY
SPDR S&P 500 ETF TR
TR UNIT2,4634,027+1,564$1,288,293$2,200,231+$911,9382024-08-13
Q1 2024BIL
SPDR SER TR
BLOOMBERG 1-3 MO49,01949,853+834$4,479,860$4,576,512+$96,6522024-05-14

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