Ownership history in Cresta Advisors, Ltd. · 12 quarters on record
This page tracks every 13F SEC filing in which Cresta Advisors, Ltd. reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 49,552 | +279 | +0.6% | 14.17% | $33.8M | $680.06 |
| 2025 Q3 | ADDED | 49,273 | +2,481 | +5.3% | 14.65% | $32.8M | $662.41 |
| 2025 Q2 | REDUCED | 46,792 | -463 | -1.0% | 14.09% | $28.9M | $612.65 |
| 2025 Q1 | ADDED | 47,255 | +6,515 | +16.0% | 13.70% | $26.4M | $553.05 |
| 2024 Q4 | UNCHANGED | 40,740 | — | 0% | 12.22% | $23.4M | $577.70 |
| 2024 Q3 | ADDED | 40,740 | +3,179 | +8.5% | 12.22% | $23.4M | $563.66 |
| 2024 Q2 | REDUCED | 37,561 | -130 | -0.3% | 12.12% | $20.4M | $533.00 |
| 2024 Q1 | ADDED | 37,691 | +2,549 | +7.3% | 12.51% | $19.7M | $510.64 |
| 2023 Q4 | ADDED | 35,142 | +2,931 | +9.1% | 11.14% | $16.7M | $462.58 |
| 2023 Q3 | ADDED | 32,211 | +8,648 | +36.7% | 10.66% | $13.8M | $414.35 |
As of 2025 Q4 — sorted by position size