Hillcrest Wealth Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-8,200	Closed	-$228K	–	62
2020 Q2	$228K	Buy	+8,200	New	+$224K	0.2%	39
2020 Q1	–	Sell	-5,200	Closed	-$205K	–	44
2019 Q4	$205K	Buy	+5,200	New	+$201K	0.17%	37

Other funds holding SPYD

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return

Hillcrest Wealth Advisors's SPYD Position: Q3 2020 in Review

Hillcrest Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2020, closing a stake of 8,200 shares — an estimated $228K sold.

Hillcrest Wealth Advisors first reported a position in SPYD in Q4 2019 and held it in 2 quarters. The position peaked at $228K in Q2 2020. 204 funds tracked by Wall St. Rank hold SPYD as of Q3 2020.

Hillcrest Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2020 after selling out during the quarter.
Hillcrest Wealth Advisors sold 8,200 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2020, an estimated $228K.
Hillcrest Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and held it in 2 quarters.
Hillcrest Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $228K in Q2 2020.
204 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2020.

Based on Hillcrest Wealth Advisors's 13F filing for Q3 2020, filed 21 Oct 2020.