Hudson Valley Investment Advisors’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Hudson Valley Investment Advisors’s Portfolio SLY Stock Details SLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-31,434	Closed	-$2.64M	–	213
2023 Q1	$2.64M	Sell	31,434 -1,364	-4%	-$118K	0.37%	78
2022 Q4	$2.7M	Sell	32,798 -1,304	-4%	-$109K	0.41%	73
2022 Q3	$2.58M	Sell	34,102 -4,023	-11%	-$339K	0.41%	69
2022 Q2	$3.05M	Sell	38,125 -376	-1%	-$32.5K	0.48%	59
2022 Q1	$3.6M	Buy	+38,501	New	+$3.6M	0.48%	63

Other funds holding SLY

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Hudson Valley Investment Advisors's SLY Position: Q2 2023 in Review

Hudson Valley Investment Advisors sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q2 2023, closing a stake of 31,434 shares — an estimated $2.64M sold.

Hudson Valley Investment Advisors first reported a position in SLY in Q1 2022 and held it in 5 quarters. The position peaked at $3.6M in Q1 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Hudson Valley Investment Advisors reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q2 2023 after selling out during the quarter.
Hudson Valley Investment Advisors sold 31,434 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $2.64M.
Hudson Valley Investment Advisors first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2022 and held it in 5 quarters.
Hudson Valley Investment Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $3.6M in Q1 2022.
3 funds tracked by Wall St. Rank held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) as of Q2 2023.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.