SEC 13F Intelligence

Hillcrest Wealth Advisors - Ny, LLC / SPY

Hillcrest Wealth Advisors - Ny, LLC’s State Str Spdr S&P 500 Etf T Position

Does Hillcrest Wealth Advisors - Ny, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 17.9K shares worth $12M (+4.72% of its 13F portfolio) as of Q1 2026, down from 18.4K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
17.9K
% of Portfolio
+4.72%
Quarters Held
30
currently held

Position History SPY

Reported value by quarter
Q4 ’18: $17MQ4 ’18Q1 ’19: $19MQ2 ’19: $19MQ3 ’19: $18MQ4 ’19: $18MQ4 ’19Q1 ’20: $13MQ2 ’20: $15MQ3 ’20: $15MQ4 ’20: $16MQ4 ’20Q1 ’21: $16MQ2 ’21: $15MQ3 ’21: $14MQ4 ’21: $14MQ4 ’21Q1 ’22: $13MQ2 ’22: $11MQ3 ’22: $10MQ4 ’22: $11MQ4 ’22Q1 ’23: $11MQ2 ’23: $11MQ3 ’23: $11MQ4 ’23: $12MQ4 ’23Q1 ’24: $11MQ2 ’24: $11MQ3 ’24: $12MQ4 ’24: $12MQ4 ’24Q1 ’25: $11MQ2 ’25: $12MQ3 ’25: $12MQ4 ’25: $13MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.9K$12M+4.72%
Q4 202518.4K$13M+5.39%
Q3 202518.6K$12M+5.56%
Q2 202518.8K$12M+5.46%
Q1 202519.2K$11M+5.31%
Q4 202420.5K$12M+5.71%
Q3 202420.6K$12M+5.91%
Q2 202420.7K$11M+6.05%
Q1 202421.4K$11M+6.05%
Q4 202324.9K$12M+6.53%
Q3 202324.9K$11M+6.07%
Q2 202325.7K$11M+6.72%
Q1 202327.4K$11M+6.66%
Q4 202228.5K$11M+6.51%
Q3 202228.8K$10M+6.53%
Q2 202229.5K$11M+6.75%
Q1 202229.5K$13M+7.38%
Q4 202130.2K$14M+7.70%
Q3 202132.3K$14M+8.23%
Q2 202134.9K$15M+9.05%
Q1 202140.7K$16M+9.84%
Q4 202042.4K$16M+10.62%
Q3 202044.4K$15M+10.58%
Q2 202050.1K$15M+13.37%
Q1 202051.3K$13M+13.18%
Q4 201956.6K$18M+15.16%
Q3 201962.2K$18M+15.87%
Q2 201965.6K$19M+16.19%
Q1 201966.8K$19M+16.55%
Q4 201867.9K$17M+15.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hillcrest Wealth Advisors - Ny, LLC’s full portfolio or all institutional holders of SPY.