HVIA
SPY icon

Hudson Valley Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hudson Valley Investment Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.3M Sell
17,847
-196
-1% -$142K 1.62% 15
2026
Q1 		$11.7M Sell
18,043
-796
-4% -$541K 1.52% 15
2025
Q4 		$12.8M Sell
18,839
-794
-4% -$537K 1.42% 16
2025
Q3 		$13.1M Sell
19,633
-272
-1% -$174K 1.36% 17
2025
Q2 		$12.3M Sell
19,905
-1,334
-6% -$763K 1.35% 18
2025
Q1 		$11.9M Sell
21,239
-1,780
-8% -$1.05M 1.42% 18
2024
Q4 		$13.5M Sell
23,019
-1,100
-5% -$648K 1.53% 15
2024
Q3 		$13.8M Sell
24,119
-6,506
-21% -$3.6M 1.53% 16
2024
Q2 		$14.5M Buy
30,625
+1,689
+6% +$884K 1.89% 12
2024
Q1 		$15.1M Sell
28,936
-1,689
-6% -$841K 1.81% 13
2023
Q4 		$14.5M Sell
30,625
-1,905
-6% -$849K 1.99% 10
2023
Q3 		$13.9M Sell
32,530
-1,165
-3% -$518K 1.96% 13
2023
Q2 		$14.9M Sell
33,695
-411
-1% -$172K 2.02% 12
2023
Q1 		$14M Buy
34,106
+33,492
+5,455% +$13.4M 1.95% 11
2022
Q4 		$235K Sell
614
-33,814
-98% -$13M 0.04% 197
2022
Q3 		$12.3M Sell
34,428
-529
-2% -$210K 1.97% 11
2022
Q2 		$13.2M Sell
34,957
-1,282
-4% -$525K 2.05% 10
2022
Q1 		$16.4M Buy
36,239
+22,258
+159% +$9.91M 2.2% 10
2021
Q4 		$6.64M Sell
13,981
-21
-0.1% -$9.64K 1.04% 28
2021
Q3 		$6.01M Buy
14,002
+28
+0.2% +$12.4K 1.03% 30
2021
Q2 		$5.98M Sell
13,974
-8,988
-39% -$3.75M 1.04% 32
2021
Q1 		$9.1M Buy
22,962
+2,129
+10% +$821K 1.63% 15
2020
Q4 		$7.79M Buy
20,833
+864
+4% +$307K 1.49% 18
2020
Q3 		$6.69M Sell
19,969
-848
-4% -$281K 1.44% 20
2020
Q2 		$6.42M Buy
20,817
+1,256
+6% +$368K 1.49% 17
2020
Q1 		$5.04M Buy
19,561
+614
+3% +$187K 1.4% 18
2019
Q4 		$6.1M Sell
18,947
-437
-2% -$135K 1.3% 21
2019
Q3 		$5.75M Sell
19,384
-408
-2% -$121K 1.33% 19
2019
Q2 		$5.8M Buy
+19,792
New +$5.7M 1.34% 20

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

Hudson Valley Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q2 2026, selling an estimated $142K and leaving 17,847 shares worth $13.3M. The position accounts for 1.62% of the portfolio, ranked #15.

Hudson Valley Investment Advisors first reported a position in SPY in Q2 2019 and has held it in 29 quarters since. The position peaked at $16.4M in Q1 2022. 2,399 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Hudson Valley Investment Advisors held 17,847 shares of State Street SPDR S&P 500 ETF Trust worth $13.3M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 196 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $142K.
  • State Street SPDR S&P 500 ETF Trust made up 1.62% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Hudson Valley Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2019 and has held it in 29 quarters since.
  • Hudson Valley Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $16.4M in Q1 2022.
  • 2,399 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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