LongView Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

LongView Wealth Management’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	$276K	Buy	+1,815	New	+$270K	0.07%	190
2026 Q1	–	Sell	-1,862	Closed	-$268K	–	264
2025 Q4	$268K	Buy	1,862 +384	+26%	+$53.4K	0.06%	218
2025 Q3	$207K	Buy	1,478 +3	+0.2%	+$418	0.06%	219
2025 Q2	$200K	Buy	+1,475	New	+$196K	0.06%	213

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LongView Wealth Management's SDY Position: Q2 2026 in Review

LongView Wealth Management opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 1,815 shares worth $276K. The stake represents 0.07% of the portfolio and ranks #190 among its holdings. This is a return to the name: LongView Wealth Management previously reported a position in SDY as recently as Q4 2025.

LongView Wealth Management first reported a position in SDY in Q2 2025 and has held it in 4 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

LongView Wealth Management held 1,815 shares of State Street SPDR S&P Dividend ETF worth $276K as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new LongView Wealth Management position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.07% of LongView Wealth Management's portfolio in Q2 2026, its #190 holding.
LongView Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and has held it in 4 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.