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 Q2	$13M	Sell	17,458 -450	-3%	-$326K	4.67%	7
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hillcrest Wealth Advisors's SPY Position: Q2 2026 in Review

Hillcrest Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.5% in Q2 2026, selling an estimated $326K and leaving 17,458 shares worth $13M. The position accounts for 4.67% of the portfolio, ranked #7.

Hillcrest Wealth Advisors first reported a position in SPY in Q4 2018 and has held it in 31 quarters since. The position peaked at $19.2M in Q2 2019. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Hillcrest Wealth Advisors held 17,458 shares of State Street SPDR S&P 500 ETF Trust worth $13M as of Q2 2026.
Hillcrest Wealth Advisors sold 450 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $326K.
State Street SPDR S&P 500 ETF Trust made up 4.67% of Hillcrest Wealth Advisors's portfolio in Q2 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 31 quarters since.
Hillcrest Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $19.2M in Q2 2019.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.