Longview Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Longview Financial Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.09M	Sell	4,049 -434	-10%	-$330K	1.77%	14
2026 Q2	$3.35M	Buy	4,483 +1	+0%	+$725	1.96%	14
2026 Q1	$2.92M	Sell	4,482 -21	-0.5%	-$14.3K	1.78%	14
2025 Q4	$3.07M	Sell	4,503 -41	-0.9%	-$27.7K	2.09%	14
2025 Q3	$3.03M	Buy	4,544 +1	+0%	+$641	2.16%	14
2025 Q2	$2.81M	Sell	4,543 -136	-3%	-$77.7K	2.38%	11
2025 Q1	$2.62M	Sell	4,679 -89	-2%	-$52.3K	2.25%	11
2024 Q4	$2.79M	Sell	4,768 -57	-1%	-$33.6K	2.2%	14
2024 Q3	$2.77M	Buy	4,825 +10	+0.2%	+$5.53K	2.03%	15
2024 Q2	$2.62M	Buy	4,815 +36	+0.8%	+$18.8K	1.99%	15
2024 Q1	$2.5M	Hold	4,779	–	–	1.88%	15
2023 Q4	$2.27M	Buy	+4,779	New	+$2.13M	1.83%	15

Other funds holding SPY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Longview Financial Advisors's SPY Position: Q3 2026 in Review

Longview Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.7% in Q3 2026, selling an estimated $330K and leaving 4,049 shares worth $3.09M. The position accounts for 1.77% of the portfolio, ranked #14.

Longview Financial Advisors first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.35M in Q2 2026. 3,089 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Longview Financial Advisors held 4,049 shares of State Street SPDR S&P 500 ETF Trust worth $3.09M as of Q3 2026.
Longview Financial Advisors sold 434 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $330K.
State Street SPDR S&P 500 ETF Trust made up 1.77% of Longview Financial Advisors's portfolio in Q3 2026, its #14 holding.
Longview Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
Longview Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $3.35M in Q2 2026.
3,089 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Longview Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.