Hillcrest Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
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|
2025
Q1 | $10.7M | Sell |
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|
2024
Q4 | $12M | Sell |
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|
2024
Q3 | $11.8M | Sell |
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|
2024
Q2 | $11.2M | Sell |
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|
2024
Q1 | $11.2M | Sell |
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|
2023
Q4 | $11.8M | Hold |
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|
2023
Q3 | $10.6M | Sell |
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|
2023
Q2 | $11.4M | Sell |
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|
2023
Q1 | $11.2M | Sell |
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|
2022
Q4 | $10.9M | Sell |
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|
2022
Q3 | $10.3M | Sell |
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|
2022
Q2 | $11.1M | Hold |
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|
2022
Q1 | $13.3M | Sell |
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|
2021
Q4 | $14.3M | Sell |
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|
2021
Q3 | $13.9M | Sell |
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|
2021
Q2 | $15M | Sell |
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|
2021
Q1 | $16.1M | Sell |
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|
2020
Q4 | $15.9M | Sell |
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|
2020
Q3 | $14.9M | Sell |
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|
2020
Q2 | $15.4M | Sell |
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|
2020
Q1 | $13.2M | Sell |
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|
2019
Q4 | $18.2M | Sell |
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|
2019
Q3 | $18.4M | Sell |
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|
2019
Q2 | $19.2M | Sell |
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|
2019
Q1 | $18.9M | Sell |
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|
2018
Q4 | $17M | Buy |
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