QIM
SPYG icon

Quest Investment Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Quest Investment Management’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.3M Sell
246,422
-23,634
-9% -$2.7M 3.43% 5
2026
Q1 		$26.4M Buy
270,056
+14,907
+6% +$1.55M 3.09% 6
2025
Q4 		$27.2M Buy
255,149
+2,191
+0.9% +$232K 2.93% 7
2025
Q3 		$26.4M Sell
252,958
-16,679
-6% -$1.66M 2.77% 8
2025
Q2 		$25.7M Sell
269,637
-5,186
-2% -$445K 2.82% 8
2025
Q1 		$22.1M Buy
274,823
+23,501
+9% +$2.05M 2.74% 11
2024
Q4 		$22.1M Sell
251,322
-31,925
-11% -$2.76M 2.56% 10
2024
Q3 		$23.5M Buy
283,247
+5,982
+2% +$478K 2.75% 9
2024
Q2 		$22.2M Sell
277,265
-16,794
-6% -$1.25M 2.46% 8
2024
Q1 		$21.5M Sell
294,059
-21,273
-7% -$1.48M 2.4% 10
2023
Q4 		$20.5M Sell
315,332
-1,414
-0.4% -$87.2K 2.58% 9
2023
Q3 		$18.8M Buy
316,746
+24,067
+8% +$1.47M 2.65% 7
2023
Q2 		$17.9M Sell
292,679
-6,034
-2% -$346K 2.44% 8
2023
Q1 		$16.5M Buy
+298,713
New +$15.8M 2.27% 7
2022
Q1 		– Sell
-91,229
Closed -$6.61M – 99
2021
Q4 		$6.61M Buy
91,229
+2,394
+3% +$167K 0.57% 52
2021
Q3 		$5.69M Buy
88,835
+7,640
+9% +$505K 0.52% 53
2021
Q2 		$5.11M Sell
81,195
-1,098
-1% -$65.9K 0.46% 54
2021
Q1 		$4.64M Sell
82,293
-8,736
-10% -$489K 0.43% 58
2020
Q4 		$5.03M Sell
91,029
-12,001
-12% -$631K 0.45% 55
2020
Q3 		$5.16M Buy
+103,030
New +$5.05M 0.49% 52

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Quest Investment Management's SPYG Position: Q2 2026 in Review

Quest Investment Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.8% in Q2 2026, selling an estimated $2.7M and leaving 246,422 shares worth $29.3M. The position accounts for 3.43% of the portfolio, ranked #5.

Quest Investment Management first reported a position in SPYG in Q3 2020 and has held it in 20 quarters since. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Quest Investment Management held 246,422 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $29.3M as of Q2 2026.
  • Quest Investment Management sold 23,634 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $2.7M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 3.43% of Quest Investment Management's portfolio in Q2 2026, its #5 holding.
  • Quest Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and has held it in 20 quarters since.
  • 1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Quest Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.