HVIA
Hudson Valley Investment Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
6,668
-685
| -9% | -$35.9K | 0.04% | 136 |
|
|
2025
Q1 | $376K | Sell |
7,353
-407
| -5% | -$20.8K | 0.04% | 127 |
|
|
2024
Q4 | $397K | Sell |
7,760
-420
| -5% | -$21.5K | 0.04% | 130 |
|
|
2024
Q3 | $432K | Sell |
8,180
-3,639
| -31% | -$192K | 0.05% | 129 |
|
|
2024
Q2 | $555K | Buy |
11,819
+2,914
| +33% | +$137K | 0.07% | 121 |
|
|
2024
Q1 | $446K | Sell |
8,905
-2,914
| -25% | -$146K | 0.05% | 132 |
|
|
2023
Q4 | $555K | Sell |
11,819
-832
| -7% | -$39.1K | 0.08% | 121 |
|
|
2023
Q3 | $522K | Sell |
12,651
-100
| -0.8% | -$4.13K | 0.07% | 130 |
|
|
2023
Q2 | $551K | Buy |
12,751
+782
| +7% | +$33.8K | 0.07% | 133 |
|
|
2023
Q1 | $487K | Buy |
11,969
+861
| +8% | +$35.1K | 0.07% | 143 |
|
|
2022
Q4 | $432K | Buy |
11,108
+278
| +3% | +$10.8K | 0.07% | 156 |
|
|
2022
Q3 | $374K | Buy |
10,830
+1,319
| +14% | +$45.6K | 0.06% | 167 |
|
|
2022
Q2 | $350K | Buy |
9,511
+78
| +0.8% | +$2.87K | 0.05% | 162 |
|
|
2022
Q1 | $394K | Buy |
9,433
+685
| +8% | +$28.6K | 0.05% | 164 |
|
|
2021
Q4 | $367K | Sell |
8,748
-101
| -1% | -$4.24K | 0.06% | 145 |
|
|
2021
Q3 | $345K | Buy |
8,849
+1,631
| +23% | +$63.6K | 0.06% | 147 |
|
|
2021
Q2 | $285K | Buy |
7,218
+707
| +11% | +$27.9K | 0.05% | 146 |
|
|
2021
Q1 | $247K | Buy |
6,511
+517
| +9% | +$19.6K | 0.04% | 150 |
|
|
2020
Q4 | $206K | Buy |
+5,994
| New | +$206K | 0.04% | 150 |
|