Hudson Valley Investment Advisors Inc Spdr Portfolio S&P 600 Small C Transaction History

Hudson Valley Investment Advisors Inc

$882 Million
Q4 2024

A detailed history of Hudson Valley Investment Advisors Inc transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Hudson Valley Investment Advisors Inc holds 107,810 shares of SPSM stock, worth $4.49 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

107,810

Previous 97,840 10.19%

Holding current value

$4.49 Million

Previous $4.45 Million 8.76%

% of portfolio

0.55%

Previous 0.49%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 08, 2025	BUY	$44.33 - $49.55 $441,970 - $494,013	9,970 Added 10.19%	107,810 $4.84 Million
Q3 2024 Oct 25, 2024	BUY	$41.02 - $46.01 $311,587 - $349,491	7,596 Added 8.42%	97,840 $4.45 Million
Q2 2024 Jul 02, 2024	BUY	$39.75 - $43.15 $63,600 - $69,040	1,600 Added 1.8%	90,244 $3.75 Million
Q1 2024 Apr 12, 2024	SELL	$39.85 - $43.04 $63,760 - $68,864	-1,600 Reduced 1.77%	88,644 $3.82 Million
Q4 2023 Jan 12, 2024	SELL	$34.3 - $42.83 $82,285 - $102,749	-2,399 Reduced 2.59%	90,244 $3.81 Million
Q3 2023 Oct 27, 2023	SELL	$36.35 - $41.02 $42,093 - $47,501	-1,158 Reduced 1.23%	92,643 $3.42 Million
Q2 2023 Jul 17, 2023	BUY	$35.57 - $38.94 $2.53 Million - $2.77 Million	71,255 Added 316.04%	93,801 $3.64 Million
Q1 2023 Apr 06, 2023	BUY	$36.04 - $42.08 $63,790 - $74,481	1,770 Added 8.52%	22,546 $851,000
Q4 2022 Jan 31, 2023	BUY	$34.79 - $39.85 $34,198 - $39,172	983 Added 4.97%	20,776 $768,000
Q3 2022 Oct 11, 2022	SELL	$33.99 - $41.52 $43,541 - $53,187	-1,281 Reduced 6.08%	19,793 $674,000
Q2 2022 Jul 18, 2022	BUY	$34.83 - $42.53 $78,367 - $95,692	2,250 Added 11.95%	21,074 $758,000
Q1 2022 Apr 20, 2022	BUY	$39.91 - $45.5 $57,630 - $65,702	1,444 Added 8.31%	18,824 $792,000
Q4 2021 Jan 24, 2022	SELL	$42.23 - $46.94 $1,140 - $1,267	-27 Reduced 0.16%	17,380 $777,000
Q3 2021 Oct 26, 2021	BUY	$40.71 - $44.23 $150,382 - $163,385	3,694 Added 26.94%	17,407 $742,000
Q2 2021 Jul 07, 2021	BUY	$41.43 - $45.3 $1,284 - $1,404	31 Added 0.23%	13,713 $603,000
Q1 2021 Apr 23, 2021	BUY	$35.43 - $44.75 $484,753 - $612,269	13,682 New	13,682 $578,000

Others Institutions Holding SPSM

# of Institutions

978

Shares Held

216M

Call Options Held

94.2K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hudson Valley Investment Advisors Inc , based on Form 13F filings with the SEC.

News

Stay updated on Hudson Valley Investment Advisors Inc with notifications on news.

Account

Hudson Valley Investment Advisors Inc Spdr Portfolio S&P 600 Small C Transaction History