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

Hudson Valley Investment Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$371K	Sell	4,217 -89,330	-95%	-$7.62M	0.05%	119
2026 Q1	$7.16M	Buy	93,547 +31,354	+50%	+$2.51M	0.93%	32
2025 Q4	$4.99M	Buy	62,193 +21,090	+51%	+$1.68M	0.55%	54
2025 Q3	$3.22M	Buy	41,103 +3,437	+9%	+$259K	0.34%	76
2025 Q2	$2.74M	Buy	+37,666	New	+$2.53M	0.3%	80

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Hudson Valley Investment Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 95% in Q2 2026, selling an estimated $7.62M and leaving 4,217 shares worth $371K. The position accounts for 0.05% of the portfolio, ranked #119.

Hudson Valley Investment Advisors first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.16M in Q1 2026. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Hudson Valley Investment Advisors held 4,217 shares of State Street SPDR Portfolio S&P 500 ETF worth $371K as of Q2 2026.
Hudson Valley Investment Advisors sold 89,330 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $7.62M.
State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #119 holding.
Hudson Valley Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
Hudson Valley Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $7.16M in Q1 2026.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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