Spdr S&p 500 Etf shares owned by Hillcrest Wealth Advisors - NY
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Hillcrest Wealth Advisors - NY
from 13F filings
Historical chart of Hillcrest Wealth Advisors - NY investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Hillcrest Wealth Advisors - NY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 19k | 666.18 |
| 2025-06-30 | $12M | 19k | 617.85 |
| 2025-03-31 | $11M | 19k | 559.39 |
| 2024-12-31 | $12M | 21k | 586.08 |
| 2024-09-30 | $12M | 21k | 573.76 |
| 2024-06-30 | $11M | 21k | 544.22 |
| 2024-03-31 | $11M | 21k | 523.07 |
| 2023-12-31 | $12M | 25k | 475.31 |
| 2023-09-30 | $11M | 25k | 427.48 |
| 2023-06-30 | $11M | 26k | 443.28 |
| 2023-03-31 | $11M | 27k | 409.39 |
| 2022-12-31 | $11M | 29k | 382.43 |
| 2022-09-30 | $10M | 29k | 357.17 |
| 2022-06-30 | $11M | 30k | 377.26 |
| 2022-03-31 | $13M | 30k | 451.64 |
| 2021-12-31 | $14M | 30k | 474.97 |
| 2021-09-30 | $14M | 32k | 429.13 |
| 2021-06-30 | $15M | 35k | 428.05 |
| 2021-03-31 | $16M | 41k | 396.34 |
| 2020-12-31 | $16M | 42k | 373.89 |
| 2020-09-30 | $15M | 44k | 334.89 |
| 2020-06-30 | $15M | 50k | 308.35 |
| 2020-03-31 | $13M | 51k | 257.75 |
| 2019-12-31 | $18M | 57k | 321.86 |
| 2019-09-30 | $18M | 62k | 296.77 |
| 2019-06-30 | $19M | 66k | 293.00 |
| 2019-03-31 | $19M | 67k | 282.48 |
| 2018-12-31 | $17M | 68k | 249.87 |
More positions owned by Hillcrest Wealth Advisors - NY
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