Hillcrest Wealth Advisors - NY, LLC SPY Holdings History
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 $633.26, Hillcrest Wealth Advisors - NY, LLC's estimated gain on his SPY holdings is $12.21 Mil, reflecting a 66.88% gain to date.
Hillcrest Wealth Advisors - NY, LLC SPY ($633.26) Holding Chart
Hillcrest Wealth Advisors - NY, LLC SPY ($633.26) 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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