HVIA
Hudson Valley Investment Advisors’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.8M | Sell |
1,085,013
-15,326
| -1% | -$463K | 3.59% | 6 |
|
|
2025
Q1 | $33.1M | Buy |
1,100,339
+51,850
| +5% | +$1.56M | 3.96% | 4 |
|
|
2024
Q4 | $31.3M | Buy |
1,048,489
+31,537
| +3% | +$942K | 3.55% | 8 |
|
|
2024
Q3 | $30.8M | Buy |
1,016,952
+529,121
| +108% | +$16M | 3.41% | 7 |
|
|
2024
Q2 | $14.5M | Sell |
487,831
-157,281
| -24% | -$4.68M | 1.89% | 13 |
|
|
2024
Q1 | $19.2M | Buy |
645,112
+157,281
| +32% | +$4.68M | 2.3% | 9 |
|
|
2023
Q4 | $14.5M | Buy |
487,831
+61,040
| +14% | +$1.82M | 1.99% | 11 |
|
|
2023
Q3 | $12.5M | Buy |
426,791
+39,112
| +10% | +$1.15M | 1.76% | 16 |
|
|
2023
Q2 | $11.4M | Buy |
387,679
+36,983
| +11% | +$1.09M | 1.55% | 17 |
|
|
2023
Q1 | $10.4M | Buy |
350,696
+61,774
| +21% | +$1.83M | 1.45% | 18 |
|
|
2022
Q4 | $8.49M | Buy |
288,922
+51,064
| +21% | +$1.5M | 1.28% | 21 |
|
|
2022
Q3 | $6.95M | Buy |
237,858
+12,150
| +5% | +$355K | 1.11% | 24 |
|
|
2022
Q2 | $6.71M | Buy |
225,708
+30,481
| +16% | +$906K | 1.04% | 26 |
|
|
2022
Q1 | $5.88M | Buy |
195,227
+69,940
| +56% | +$2.11M | 0.79% | 36 |
|
|
2021
Q4 | $3.88M | Sell |
125,287
-329
| -0.3% | -$10.2K | 0.61% | 50 |
|
|
2021
Q3 | $3.93M | Buy |
125,616
+4,685
| +4% | +$146K | 0.67% | 45 |
|
|
2021
Q2 | $3.79M | Buy |
120,931
+6,762
| +6% | +$212K | 0.66% | 46 |
|
|
2021
Q1 | $3.58M | Buy |
114,169
+51,107
| +81% | +$1.6M | 0.64% | 50 |
|
|
2020
Q4 | $1.98M | Buy |
63,062
+1,411
| +2% | +$44.3K | 0.38% | 63 |
|
|
2020
Q3 | $1.93M | Buy |
61,651
+5,430
| +10% | +$170K | 0.42% | 59 |
|
|
2020
Q2 | $1.76M | Buy |
+56,221
| New | +$1.76M | 0.41% | 65 |
|