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Livermore
Livermore
ZHEN

Hillcrest Wealth Advisors - NY, LLC

SEC CIK
0001767121
Latest filing
Jul 21, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Hillcrest Wealth Advisors - NY, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
17,458
Value
$13.0M
% of portfolio
4.7%
Quarters held
22
Since Q1 2021
Holdings of SPY by Hillcrest Wealth Advisors - NY, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,458$13.0M4.7%−450−2.5%ReducedHolders
Q1 202617,908$11.6M4.7%−460−2.5%ReducedHolders
Q4 202518,368$12.5M5.4%−200−1.1%ReducedHolders
Q3 202518,568$12.4M5.6%−225−1.2%ReducedHolders
Q2 202518,793$11.6M5.5%−377−2.0%ReducedHolders
Q1 202519,170$10.7M5.3%−1,315−6.4%ReducedHolders
Q4 202420,485$12.0M5.7%−150−0.7%ReducedHolders
Q3 202420,635$11.8M5.9%−25−0.1%ReducedHolders
Q2 202420,660$11.2M6.1%−700−3.3%ReducedHolders
Q1 202421,360$11.2M6.1%−3,550−14.3%ReducedHolders
Q4 202324,910$11.8M6.5%00.0%UnchangedHolders
Q3 202324,910$10.6M6.1%−775−3.0%ReducedHolders
Q2 202325,685$11.4M6.7%−1,750−6.4%ReducedHolders
Q1 202327,435$11.2M6.7%−1,050−3.7%ReducedHolders
Q4 202228,485$10.9M6.5%−325−1.1%ReducedHolders
Q3 202228,810$10.3M6.5%−700−2.4%ReducedHolders
Q2 202229,510$11.1M6.8%00.0%UnchangedHolders
Q1 202229,510$13.3M7.4%−650−2.2%ReducedHolders
Q4 202130,160$14.3M7.7%−2,175−6.7%ReducedHolders
Q3 202132,335$13.9M8.2%−2,593−7.4%ReducedHolders
Q2 202134,928$15.0M9.1%−5,807−14.3%ReducedHolders
Q1 202140,735$16.1M9.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.