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Hillcrest Wealth Advisors - NY, LLC → SPY
Hillcrest Wealth Advisors - NY, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
4
Latest value
$13M
Q3 2026
Peak value
$13M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.5M |
| Q1 2026 | $11.6M |
| Q2 2026 | $13M |
| Q3 2026 | $13M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13M | 17.1K | — | — |
| Q2 2026 | $13M | 17.5K | — | — |
| Q1 2026 | $11.6M | 17.9K | — | — |
| Q4 2025 | $12.5M | 18.4K | — | — |
Other funds holding SPY
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$19.6B
$19.4B
$19.3B