Quest Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Quest Investment Management’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 Q1	$715K	Buy	1,100 +53	+5%	+$36K	0.08%	86
2025 Q4	$714K	Buy	1,047 +31	+3%	+$21K	0.08%	88
2025 Q3	$677K	Buy	1,016 +121	+14%	+$77.6K	0.07%	95
2025 Q2	$553K	Buy	895 +229	+34%	+$131K	0.06%	103
2025 Q1	$373K	Hold	666	–	–	0.05%	75
2024 Q4	$390K	Hold	666	–	–	0.05%	75
2024 Q3	$382K	Hold	666	–	–	0.04%	76
2024 Q2	$362K	Hold	666	–	–	0.04%	79
2024 Q1	$348K	Hold	666	–	–	0.04%	79
2023 Q4	$317K	Hold	666	–	–	0.04%	80
2023 Q3	$285K	Hold	666	–	–	0.04%	80
2023 Q2	$295K	Hold	666	–	–	0.04%	84
2023 Q1	$273K	Hold	666	–	–	0.04%	82
2022 Q4	$255K	Hold	666	–	–	0.03%	86
2022 Q3	$238K	Hold	666	–	–	0.03%	87
2022 Q2	$251K	Hold	666	–	–	0.03%	88
2022 Q1	$301K	Hold	666	–	–	0.03%	88
2021 Q4	$316K	Hold	666	–	–	0.03%	91
2021 Q3	$286K	Hold	666	–	–	0.03%	92
2021 Q2	$285K	Hold	666	–	–	0.03%	95
2021 Q1	$264K	Hold	666	–	–	0.02%	94
2020 Q4	$249K	Hold	666	–	–	0.02%	102
2020 Q3	$223K	Hold	666	–	–	0.02%	103
2020 Q2	$205K	Buy	+666	New	+$195K	0.02%	99
2020 Q1	–	Sell	-666	Closed	-$214K	–	109
2019 Q4	$214K	Buy	+666	New	+$205K	0.02%	105
2017 Q4	–	Sell	-1,430	Closed	-$359K	–	115
2017 Q3	$359K	Hold	1,430	–	–	0.05%	95
2017 Q2	$346K	Hold	1,430	–	–	0.05%	93
2017 Q1	$337K	Hold	1,430	–	–	0.05%	90
2016 Q4	$320K	Hold	1,430	–	–	0.04%	85
2016 Q3	$309K	Hold	1,430	–	–	0.04%	86
2016 Q2	$300K	Hold	1,430	–	–	0.04%	89
2016 Q1	$294K	Sell	1,430 -405	-22%	-$79K	0.04%	85
2015 Q4	$374K	Hold	1,835	–	–	0.05%	90
2015 Q3	$352K	Hold	1,835	–	–	0.05%	96
2015 Q2	$378K	Hold	1,835	–	–	0.05%	100
2015 Q1	$379K	Sell	1,835 -458	-20%	-$94.5K	0.05%	108
2014 Q4	$471K	Hold	2,293	–	–	0.06%	102
2014 Q3	$452K	Hold	2,293	–	–	0.05%	131
2014 Q2	$449K	Buy	2,293 +25	+1%	+$4.75K	0.04%	138
2014 Q1	$424K	Sell	2,268 -3,650	-62%	-$670K	0.04%	148
2013 Q4	$1.09M	Buy	5,918 +58	+1%	+$10.3K	0.09%	97
2013 Q3	$985K	Buy	5,860 +605	+12%	+$101K	0.08%	97
2013 Q2	$843K	Buy	+5,255	New	+$846K	0.06%	90

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quest Investment Management's SPY Position: Q1 2026 in Review

Quest Investment Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.1% in Q1 2026, buying an estimated $36K and bringing the position to 1,100 shares worth $715K. The position accounts for 0.08% of the portfolio, ranked #86.

Quest Investment Management first reported a position in SPY in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.09M in Q4 2013. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Quest Investment Management held 1,100 shares of State Street SPDR S&P 500 ETF Trust worth $715K as of Q1 2026.
Quest Investment Management bought 53 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $36K.
State Street SPDR S&P 500 ETF Trust made up 0.08% of Quest Investment Management's portfolio in Q1 2026, its #86 holding.
Quest Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 43 quarters since.
Quest Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.09M in Q4 2013.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Quest Investment Management's 13F filing for Q1 2026, filed 15 May 2026.