HVIA
SPSM icon

Hudson Valley Investment Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Hudson Valley Investment Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.85M Buy
153,397
+49
+0% +$2.62K 1.07% 22
2026
Q1 		$7.41M Buy
153,348
+2,783
+2% +$138K 0.96% 28
2025
Q4 		$7.06M Buy
150,565
+654
+0.4% +$30.5K 0.78% 36
2025
Q3 		$6.94M Buy
149,911
+17,734
+13% +$795K 0.72% 40
2025
Q2 		$5.63M Buy
132,177
+13,319
+11% +$537K 0.62% 52
2025
Q1 		$4.84M Buy
118,858
+11,048
+10% +$487K 0.58% 53
2024
Q4 		$4.84M Buy
107,810
+9,970
+10% +$464K 0.55% 53
2024
Q3 		$4.45M Buy
97,840
+7,596
+8% +$334K 0.49% 57
2024
Q2 		$3.73M Buy
90,244
+1,600
+2% +$66.7K 0.48% 64
2024
Q1 		$3.82M Sell
88,644
-1,600
-2% -$66.1K 0.46% 62
2023
Q4 		$3.73M Sell
90,244
-2,399
-3% -$90.4K 0.51% 61
2023
Q3 		$3.42M Sell
92,643
-1,158
-1% -$45.1K 0.48% 61
2023
Q2 		$3.64M Buy
93,801
+71,255
+316% +$2.65M 0.49% 57
2023
Q1 		$852K Buy
22,546
+1,770
+9% +$69.1K 0.12% 120
2022
Q4 		$768K Buy
20,776
+983
+5% +$36.8K 0.12% 119
2022
Q3 		$674K Sell
19,793
-1,281
-6% -$48.5K 0.11% 121
2022
Q2 		$758K Buy
21,074
+2,250
+12% +$87.3K 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% -$1.2K 0.12% 105
2021
Q3 		$742K Buy
17,407
+3,694
+27% +$158K 0.13% 104
2021
Q2 		$603K Buy
13,713
+31
+0.2% +$1.35K 0.1% 113
2021
Q1 		$578K Buy
+13,682
New +$558K 0.1% 114

Other funds holding SPSM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Hudson Valley Investment Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.03% in Q2 2026, buying an estimated $2.62K and bringing the position to 153,397 shares worth $8.85M. The position accounts for 1.07% of the portfolio, ranked #22.

Hudson Valley Investment Advisors first reported a position in SPSM in Q1 2021 and has held it in 22 quarters since. 334 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Hudson Valley Investment Advisors held 153,397 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $8.85M as of Q2 2026.
  • Hudson Valley Investment Advisors bought 49 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $2.62K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.07% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #22 holding.
  • Hudson Valley Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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