HVIA
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Hudson Valley Investment Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Hudson Valley Investment Advisors’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.28M Buy
33,727
+212
+0.6% +$13.6K 0.28% 78
2026
Q1 		$1.98M Buy
33,515
+1,750
+6% +$107K 0.26% 80
2025
Q4 		$1.84M Buy
31,765
+1,654
+5% +$95K 0.2% 85
2025
Q3 		$1.72M Buy
30,111
+6,711
+29% +$378K 0.18% 90
2025
Q2 		$1.27M Buy
23,400
+7,103
+44% +$366K 0.14% 96
2025
Q1 		$834K Buy
16,297
+2,103
+15% +$115K 0.1% 102
2024
Q4 		$776K Buy
14,194
+2,349
+20% +$132K 0.09% 103
2024
Q3 		$648K Buy
11,845
+597
+5% +$31.6K 0.07% 111
2024
Q2 		$541K Buy
11,248
+1,161
+12% +$59.9K 0.07% 125
2024
Q1 		$538K Sell
10,087
-1,161
-10% -$57.7K 0.06% 122
2023
Q4 		$541K Sell
11,248
-1,232
-10% -$54.9K 0.07% 125
2023
Q3 		$546K Sell
12,480
-63
-0.5% -$2.9K 0.08% 129
2023
Q2 		$576K Buy
12,543
+1,479
+13% +$64.6K 0.08% 131
2023
Q1 		$486K Buy
11,064
+844
+8% +$37.8K 0.07% 144
2022
Q4 		$434K Buy
10,220
+781
+8% +$33.2K 0.07% 155
2022
Q3 		$364K Sell
9,439
-630
-6% -$26.7K 0.06% 169
2022
Q2 		$400K Buy
10,069
+1,557
+18% +$67.5K 0.06% 156
2022
Q1 		$401K Buy
8,512
+541
+7% +$25.3K 0.05% 162
2021
Q4 		$396K Buy
7,971
+19
+0.2% +$928 0.06% 142
2021
Q3 		$367K Buy
7,952
+2,813
+55% +$133K 0.06% 143
2021
Q2 		$243K Buy
5,139
+217
+4% +$10.3K 0.04% 155
2021
Q1 		$225K Buy
+4,922
New +$216K 0.04% 156

Other funds holding SPMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Hudson Valley Investment Advisors's SPMD Position: Q2 2026 in Review

Hudson Valley Investment Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.63% in Q2 2026, buying an estimated $13.6K and bringing the position to 33,727 shares worth $2.28M. The position accounts for 0.28% of the portfolio, ranked #78.

Hudson Valley Investment Advisors first reported a position in SPMD in Q1 2021 and has held it in 22 quarters since. 612 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Hudson Valley Investment Advisors held 33,727 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.28M as of Q2 2026.
  • Hudson Valley Investment Advisors bought 212 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $13.6K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.28% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #78 holding.
  • Hudson Valley Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 612 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.