Quest Investment Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Buy |
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|
2025
Q1 | $373K | Hold |
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|
2024
Q4 | $390K | Hold |
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|
2024
Q3 | $382K | Hold |
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|
2024
Q2 | $362K | Hold |
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|
2024
Q1 | $348K | Hold |
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|
2023
Q4 | $317K | Hold |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $295K | Hold |
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|
2023
Q1 | $273K | Hold |
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|
2022
Q4 | $255K | Hold |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $301K | Hold |
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|
2021
Q4 | $316K | Hold |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $285K | Hold |
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|
2021
Q1 | $264K | Hold |
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|
2020
Q4 | $249K | Hold |
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|
2020
Q3 | $223K | Hold |
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|
2020
Q2 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $359K | Hold |
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|
2017
Q2 | $346K | Hold |
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|
2017
Q1 | $337K | Hold |
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|
2016
Q4 | $320K | Hold |
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|
2016
Q3 | $309K | Hold |
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|
2016
Q2 | $300K | Hold |
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|
2016
Q1 | $294K | Sell |
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|
2015
Q4 | $374K | Hold |
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|
2015
Q3 | $352K | Hold |
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|
2015
Q2 | $378K | Hold |
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|
2015
Q1 | $379K | Sell |
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|
2014
Q4 | $471K | Hold |
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|
2014
Q3 | $452K | Hold |
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|
2014
Q2 | $449K | Buy |
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|
2014
Q1 | $424K | Sell |
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|
2013
Q4 | $1.09M | Buy |
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|
2013
Q3 | $985K | Buy |
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|
2013
Q2 | $843K | Buy |
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