SPDR S&P Dividend shares owned by Hillcrest Wealth Advisors - NY
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Hillcrest Wealth Advisors - NY
from 13F filings
Historical chart of Hillcrest Wealth Advisors - NY investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Hillcrest Wealth Advisors - NY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 20k | 140.05 |
| 2025-06-30 | $2.7M | 20k | 135.73 |
| 2025-03-31 | $2.7M | 20k | 135.68 |
| 2024-12-31 | $2.7M | 20k | 132.10 |
| 2024-09-30 | $2.9M | 20k | 142.04 |
| 2024-06-30 | $2.6M | 20k | 127.18 |
| 2024-03-31 | $2.7M | 20k | 131.24 |
| 2023-12-31 | $3.0M | 24k | 124.97 |
| 2023-09-30 | $2.7M | 24k | 115.01 |
| 2023-06-30 | $3.0M | 24k | 122.58 |
| 2023-03-31 | $3.1M | 25k | 123.71 |
| 2022-12-31 | $3.1M | 25k | 125.11 |
| 2022-09-30 | $2.8M | 25k | 111.51 |
| 2022-06-30 | $3.0M | 25k | 118.70 |
| 2022-03-31 | $3.2M | 25k | 128.13 |
| 2021-12-31 | $3.4M | 27k | 129.12 |
| 2021-09-30 | $3.4M | 29k | 117.55 |
| 2021-06-30 | $3.2M | 26k | 122.28 |
| 2021-03-31 | $3.1M | 26k | 118.05 |
| 2020-12-31 | $2.8M | 27k | 105.94 |
| 2020-09-30 | $2.5M | 27k | 92.41 |
| 2020-06-30 | $2.3M | 25k | 91.20 |
| 2020-03-31 | $2.0M | 26k | 79.88 |
| 2019-12-31 | $2.9M | 27k | 107.56 |
| 2019-09-30 | $2.8M | 27k | 102.60 |
| 2019-06-30 | $2.7M | 27k | 100.88 |
| 2019-03-31 | $2.7M | 27k | 99.41 |
| 2018-12-31 | $2.5M | 28k | 89.53 |
More positions owned by Hillcrest Wealth Advisors - NY
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