Hillcrest Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hillcrest Wealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.6M	Sell	17,908 -460	-3%	-$313K	4.72%	7
2025 Q4	$12.5M	Sell	18,368 -200	-1%	-$135K	5.39%	6
2025 Q3	$12.4M	Sell	18,568 -225	-1%	-$144K	5.56%	6
2025 Q2	$11.6M	Sell	18,793 -377	-2%	-$216K	5.46%	5
2025 Q1	$10.7M	Sell	19,170 -1,315	-6%	-$773K	5.31%	6
2024 Q4	$12M	Sell	20,485 -150	-0.7%	-$88.4K	5.71%	4
2024 Q3	$11.8M	Sell	20,635 -25	-0.1%	-$13.8K	5.91%	6
2024 Q2	$11.2M	Sell	20,660 -700	-3%	-$366K	6.05%	4
2024 Q1	$11.2M	Sell	21,360 -3,550	-14%	-$1.77M	6.05%	5
2023 Q4	$11.8M	Hold	24,910	–	–	6.53%	5
2023 Q3	$10.6M	Sell	24,910 -775	-3%	-$345K	6.07%	4
2023 Q2	$11.4M	Sell	25,685 -1,750	-6%	-$734K	6.72%	4
2023 Q1	$11.2M	Sell	27,435 -1,050	-4%	-$419K	6.66%	4
2022 Q4	$10.9M	Sell	28,485 -325	-1%	-$125K	6.51%	4
2022 Q3	$10.3M	Sell	28,810 -700	-2%	-$278K	6.53%	3
2022 Q2	$11.1M	Hold	29,510	–	–	6.75%	4
2022 Q1	$13.3M	Sell	29,510 -650	-2%	-$289K	7.38%	3
2021 Q4	$14.3M	Sell	30,160 -2,175	-7%	-$998K	7.7%	2
2021 Q3	$13.9M	Sell	32,335 -2,593	-7%	-$1.14M	8.23%	2
2021 Q2	$15M	Sell	34,928 -5,807	-14%	-$2.42M	9.05%	2
2021 Q1	$16.1M	Sell	40,735 -1,700	-4%	-$656K	9.84%	2
2020 Q4	$15.9M	Sell	42,435 -1,977	-4%	-$701K	10.62%	2
2020 Q3	$14.9M	Sell	44,412 -5,680	-11%	-$1.88M	10.58%	2
2020 Q2	$15.4M	Sell	50,092 -1,175	-2%	-$344K	13.37%	1
2020 Q1	$13.2M	Sell	51,267 -5,345	-9%	-$1.63M	13.18%	1
2019 Q4	$18.2M	Sell	56,612 -5,543	-9%	-$1.71M	15.16%	1
2019 Q3	$18.4M	Sell	62,155 -3,425	-5%	-$1.01M	15.87%	1
2019 Q2	$19.2M	Sell	65,580 -1,190	-2%	-$343K	16.19%	1
2019 Q1	$18.9M	Sell	66,770 -1,175	-2%	-$319K	16.55%	1
2018 Q4	$17M	Buy	+67,945	New	+$18.3M	15.77%	1

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hillcrest Wealth Advisors's SPY Position: Q1 2026 in Review

Hillcrest Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.5% in Q1 2026, selling an estimated $313K and leaving 17,908 shares worth $11.6M. The position accounts for 4.72% of the portfolio, ranked #7.

Hillcrest Wealth Advisors first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. The position peaked at $19.2M in Q2 2019. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Hillcrest Wealth Advisors held 17,908 shares of State Street SPDR S&P 500 ETF Trust worth $11.6M as of Q1 2026.
Hillcrest Wealth Advisors sold 460 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $313K.
State Street SPDR S&P 500 ETF Trust made up 4.72% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #7 holding.
Hillcrest Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
Hillcrest Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $19.2M in Q2 2019.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.