Hillcrest Wealth Advisors - NY, LLC's ownership history for SPY

Hillcrest Wealth Advisors - NY, LLC currently holds 17.9K shares with a market value of $11.6M. It started holding SPY on 2024-09-30. At its peak, it held 20.6K shares on 2024-09-30. Its highest holding value was $12.5M on 2025-12-31. At its lowest, it held 17.9K shares on 2026-03-31, with a value of $10.7M on 2025-03-31. In the recent 180 days, Hillcrest Wealth Advisors - NY, LLC has decreased its shares by 660. In the recent year, Hillcrest Wealth Advisors - NY, LLC has decreased its shares by 1.3K.