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

Hillcrest Wealth Advisors - NY, LLC currently holds 18.4K shares with a market value of $12.5M. 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 18.4K shares on 2025-12-31, 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 425. In the recent year, Hillcrest Wealth Advisors - NY, LLC has decreased its shares by 2.1K.