HVIA
SPYV icon

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

Hudson Valley Investment Advisors’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$314K Sell
5,162
-302
-6% -$18.1K 0.04% 129
2026
Q1 		$309K Sell
5,464
-307
-5% -$17.8K 0.04% 130
2025
Q4 		$328K Sell
5,771
-691
-11% -$38.8K 0.04% 130
2025
Q3 		$358K Sell
6,462
-206
-3% -$11.1K 0.04% 135
2025
Q2 		$349K Sell
6,668
-685
-9% -$34.2K 0.04% 136
2025
Q1 		$376K Sell
7,353
-407
-5% -$21.1K 0.04% 127
2024
Q4 		$397K Sell
7,760
-420
-5% -$22.3K 0.04% 130
2024
Q3 		$432K Sell
8,180
-3,639
-31% -$185K 0.05% 129
2024
Q2 		$555K Buy
11,819
+2,914
+33% +$142K 0.07% 121
2024
Q1 		$446K Sell
8,905
-2,914
-25% -$139K 0.05% 132
2023
Q4 		$555K Sell
11,819
-832
-7% -$35.9K 0.08% 121
2023
Q3 		$522K Sell
12,651
-100
-0.8% -$4.33K 0.07% 130
2023
Q2 		$551K Buy
12,751
+782
+7% +$32.3K 0.07% 133
2023
Q1 		$487K Buy
11,969
+861
+8% +$34.9K 0.07% 143
2022
Q4 		$432K Buy
11,108
+278
+3% +$10.6K 0.07% 156
2022
Q3 		$374K Buy
10,830
+1,319
+14% +$50K 0.06% 167
2022
Q2 		$350K Buy
9,511
+78
+0.8% +$3.09K 0.05% 162
2022
Q1 		$394K Buy
9,433
+685
+8% +$28.3K 0.05% 164
2021
Q4 		$367K Sell
8,748
-101
-1% -$4.12K 0.06% 145
2021
Q3 		$345K Buy
8,849
+1,631
+23% +$65.1K 0.06% 147
2021
Q2 		$285K Buy
7,218
+707
+11% +$28K 0.05% 146
2021
Q1 		$247K Buy
6,511
+517
+9% +$18.7K 0.04% 150
2020
Q4 		$206K Buy
+5,994
New +$195K 0.04% 150

Other funds holding SPYV

CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

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

Hudson Valley Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5.5% in Q2 2026, selling an estimated $18.1K and leaving 5,162 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #129.

Hudson Valley Investment Advisors first reported a position in SPYV in Q4 2020 and has held it in 23 quarters since. The position peaked at $555K in Q2 2024. 615 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Hudson Valley Investment Advisors held 5,162 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $314K as of Q2 2026.
  • Hudson Valley Investment Advisors sold 302 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $18.1K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #129 holding.
  • Hudson Valley Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Hudson Valley Investment Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $555K in Q2 2024.
  • 615 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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