Number of Shares
18,793.00
Current Holdings Value*
$11.61 Mil
% of Portfolio
5.46%
Total Estimate Gain
$12.13 Mil
% of Total Estimate Gain
66.43%

Hillcrest Wealth Advisors - NY, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-06-30, Hillcrest Wealth Advisors - NY, LLC held 18,793.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $11.61 Mil. This investment constitutes 5.46% of their stock portfolio, and Hillcrest Wealth Advisors - NY, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2018Q4. In addition, there have been 24 sales at an average price of $377.70 for 49,152.00 shares. Based on historical transaction data and SPY's current price of $628.86, Hillcrest Wealth Advisors - NY, LLC's estimated gain on his SPY holdings is $12.13 Mil, reflecting a 66.43% gain to date.

Hillcrest Wealth Advisors - NY, LLC SPY ($628.86) Holding Chart

Hillcrest Wealth Advisors - NY, LLC SPY ($628.86) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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