Longview Asset Management (California)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Longview Asset Management (California)’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.7K	Hold	182	–	–	0.01%	101
2026 Q1	$26.6K	Hold	182	–	–	0.01%	99
2025 Q4	$25.3K	Hold	182	–	–	0.01%	106
2025 Q3	$25.5K	Hold	182	–	–	0.01%	107
2025 Q2	$24.7K	Hold	182	–	–	0.02%	97
2025 Q1	$24.7K	Hold	182	–	–	0.02%	100
2024 Q4	$24K	Buy	+182	New	+$25.4K	0.02%	106

Other funds holding SDY

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Longview Asset Management (California)'s SDY Position: Q2 2026 in Review

Longview Asset Management (California) held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 182 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #101.

Longview Asset Management (California) first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 367 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Longview Asset Management (California) held 182 shares of State Street SPDR S&P Dividend ETF worth $27.7K as of Q2 2026.
Longview Asset Management (California) left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of Longview Asset Management (California)'s portfolio in Q2 2026, its #101 holding.
Longview Asset Management (California) first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
367 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Longview Asset Management (California)'s 13F filing for Q2 2026, filed 14 Jul 2026.