SPDR SER TR

Ticker: SDY CUSIP: 78464A763 Class: S&P DIVID ETF

Hillcrest Wealth Advisors - NY, LLC's Holding History (CIK: 0001767121)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 19,650 Value ($000) $2,734 Avg Close Range
Q3 2025
Shares 19,680 Value ($000) $2,756 Avg Close Range
Q2 2025
Shares 19,980 Value ($000) $2,712 Avg Close Range
Q1 2025
Shares 20,080 Value ($000) $2,724 Avg Close Range
Q4 2024
Shares 20,280 Value ($000) $2,679 Avg Close Range
Q3 2024
Shares 20,280 Value ($000) $2,881 Avg Close Range
Q2 2024
Shares 20,280 Value ($000) $2,579 Avg Close Range
Q1 2024
Shares 20,280 Value ($000) $2,662 Avg Close Range
Q4 2023
Shares 23,680 Value ($000) $2,959 Avg Close Range
Q3 2023
Shares 23,680 Value ($000) $2,723 Avg Close Range
Q2 2023
Shares 24,355 Value ($000) $2,985 Avg Close Range
Q1 2023
Shares 24,780 Value ($000) $3,066 Avg Close Range
Q4 2022
Shares 25,030 Value ($000) $3,132 Avg Close Range
Q3 2022
Shares 25,030 Value ($000) $2,791 Avg Close Range
Q2 2022
Shares 25,030 Value ($000) $2,971 Avg Close Range
Q1 2022
Shares 25,030 Value ($000) $3,207 Avg Close Range
Q4 2021
Shares 26,580 Value ($000) $3,432 Avg Close Range
Q3 2021
Shares 28,830 Value ($000) $3,389 Avg Close Range
Q2 2021
Shares 25,851 Value ($000) $3,161 Avg Close Range
Q1 2021
Shares 26,151 Value ($000) $3,087 Avg Close Range
Q4 2020
Shares 26,751 Value ($000) $2,834 Avg Close Range
Q3 2020
Shares 26,751 Value ($000) $2,472 Avg Close Range
Q2 2020
Shares 25,251 Value ($000) $2,303 Avg Close Range
Q1 2020
Shares 25,551 Value ($000) $2,041 Avg Close Range
Q4 2019
Shares 27,251 Value ($000) $2,931 Avg Close Range
Q3 2019
Shares 27,251 Value ($000) $2,796 Avg Close Range
Q2 2019
Shares 27,251 Value ($000) $2,749 Avg Close Range
Q1 2019
Shares 27,251 Value ($000) $2,709 Avg Close Range
Q4 2018
Shares 28,251 Value ($000) $2,529 Avg Close Range