HVIA
Hudson Valley Investment Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Buy |
132,177
+13,319
| +11% | +$567K | 0.62% | 52 |
|
|
2025
Q1 | $4.84M | Buy |
118,858
+11,048
| +10% | +$450K | 0.58% | 53 |
|
|
2024
Q4 | $4.84M | Buy |
107,810
+9,970
| +10% | +$448K | 0.55% | 53 |
|
|
2024
Q3 | $4.45M | Buy |
97,840
+7,596
| +8% | +$346K | 0.49% | 57 |
|
|
2024
Q2 | $3.73M | Buy |
90,244
+1,600
| +2% | +$66.1K | 0.48% | 64 |
|
|
2024
Q1 | $3.82M | Sell |
88,644
-1,600
| -2% | -$68.9K | 0.46% | 62 |
|
|
2023
Q4 | $3.73M | Sell |
90,244
-2,399
| -3% | -$99.1K | 0.51% | 61 |
|
|
2023
Q3 | $3.42M | Sell |
92,643
-1,158
| -1% | -$42.7K | 0.48% | 61 |
|
|
2023
Q2 | $3.64M | Buy |
93,801
+71,255
| +316% | +$2.77M | 0.49% | 57 |
|
|
2023
Q1 | $852K | Buy |
22,546
+1,770
| +9% | +$66.9K | 0.12% | 120 |
|
|
2022
Q4 | $768K | Buy |
20,776
+983
| +5% | +$36.3K | 0.12% | 119 |
|
|
2022
Q3 | $674K | Sell |
19,793
-1,281
| -6% | -$43.6K | 0.11% | 121 |
|
|
2022
Q2 | $758K | Buy |
21,074
+2,250
| +12% | +$80.9K | 0.12% | 117 |
|
|
2022
Q1 | $792K | Buy |
18,824
+1,444
| +8% | +$60.8K | 0.11% | 121 |
|
|
2021
Q4 | $777K | Sell |
17,380
-27
| -0.2% | -$1.21K | 0.12% | 105 |
|
|
2021
Q3 | $742K | Buy |
17,407
+3,694
| +27% | +$157K | 0.13% | 104 |
|
|
2021
Q2 | $603K | Buy |
13,713
+31
| +0.2% | +$1.36K | 0.1% | 113 |
|
|
2021
Q1 | $578K | Buy |
+13,682
| New | +$578K | 0.1% | 114 |
|