Hillcrest Wealth Advisors Ny, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Hillcrest Wealth Advisors Ny, LLC

$212 Million
Q2 2025

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 19,980 shares of SDY stock, worth $2.77 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

19,980

Previous 20,080 0.5%

Holding current value

$2.77 Million

Previous $2.72 Million 0.48%

% of portfolio

1.28%

Previous 1.35%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$121.58 - $136.74 $12,158 - $13,674	-100 Reduced 0.5%	19,980 $2.71 Million
Q1 2025 Apr 22, 2025	SELL	$128.74 - $138.67 $25,748 - $27,733	-200 Reduced 0.99%	20,080 $2.72 Million
Q1 2024 Apr 11, 2024	SELL	$122.28 - $131.24 $415,752 - $446,216	-3,400 Reduced 14.36%	20,280 $2.66 Million
Q3 2023 Oct 17, 2023	SELL	$115.01 - $127.58 $77,631 - $86,116	-675 Reduced 2.77%	23,680 $2.72 Million
Q2 2023 Jul 31, 2023	SELL	$117.3 - $124.97 $49,852 - $53,112	-425 Reduced 1.72%	24,355 $2.99 Million
Q1 2023 May 08, 2023	SELL	$117.74 - $132.18 $29,435 - $33,045	-250 Reduced 1.0%	24,780 $3.07 Million
Q1 2022 May 09, 2022	SELL	$121.65 - $130.75 $188,557 - $202,662	-1,550 Reduced 5.83%	25,030 $3.21 Million
Q4 2021 Feb 04, 2022	SELL	$118.81 - $129.12 $267,322 - $290,520	-2,250 Reduced 7.8%	26,580 $3.43 Million
Q3 2021 Oct 26, 2021	BUY	$117.12 - $125.76 $348,900 - $374,639	2,979 Added 11.52%	28,830 $3.39 Million
Q2 2021 Aug 03, 2021	SELL	$118.74 - $127.47 $35,622 - $38,241	-300 Reduced 1.15%	25,851 $3.16 Million
Q1 2021 Apr 28, 2021	SELL	$104.47 - $119.79 $62,682 - $71,874	-600 Reduced 2.24%	26,151 $3.09 Million
Q3 2020 Oct 21, 2020	BUY	$88.24 - $98.33 $132,360 - $147,495	1,500 Added 5.94%	26,751 $2.47 Million
Q2 2020 Aug 03, 2020	SELL	$76.15 - $100.68 $22,845 - $30,204	-300 Reduced 1.17%	25,251 $2.3 Million
Q1 2020 Apr 28, 2020	SELL	$68.26 - $108.76 $116,042 - $184,892	-1,700 Reduced 6.24%	25,551 $2.04 Million
Q1 2019 May 10, 2019	SELL	N/A	-1,000 Reduced 3.54%	27,251 $2.71 Million
Q4 2018 Feb 08, 2019	BUY	N/A	28,251 New	28,251 $2.53 Million

Others Institutions Holding SDY

# of Institutions

1,335

Shares Held

70.6M

Call Options Held

48.3K

Put Options Held

37.9K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hillcrest Wealth Advisors Ny, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hillcrest Wealth Advisors Ny, LLC with notifications on news.

Account

Hillcrest Wealth Advisors Ny, LLC Spdr Series Tr Spdr S&P Divide Transaction History