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

Longview Asset Management (New Mexico)’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
2025 Q4	$202K	Hold	1,451	–	–	0.14%	50
2025 Q3	$203K	Buy	+1,451	New	+$202K	0.14%	50

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Longview Asset Management (New Mexico)'s SDY Position: Q4 2025 in Review

Longview Asset Management (New Mexico) held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q4 2025 at 1,451 shares worth $202K. The position accounts for 0.14% of the portfolio, ranked #50.

Longview Asset Management (New Mexico) first reported a position in SDY in Q3 2025 and has held it in 2 quarters since. The position peaked at $203K in Q3 2025. 1,237 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Longview Asset Management (New Mexico) held 1,451 shares of State Street SPDR S&P Dividend ETF worth $202K as of Q4 2025.
Longview Asset Management (New Mexico) left its State Street SPDR S&P Dividend ETF share count unchanged in Q4 2025.
State Street SPDR S&P Dividend ETF made up 0.14% of Longview Asset Management (New Mexico)'s portfolio in Q4 2025, its #50 holding.
Longview Asset Management (New Mexico) first reported a position in State Street SPDR S&P Dividend ETF in Q3 2025 and has held it in 2 quarters since.
Longview Asset Management (New Mexico)'s State Street SPDR S&P Dividend ETF position peaked at $203K in Q3 2025.
1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Longview Asset Management (New Mexico)'s 13F filing for Q4 2025, filed 9 Feb 2026.