LongView Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

LongView Wealth Management’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	$288K	Buy	378 +1	+0.3%	+$760	0.07%	187
2026 Q2	$282K	Hold	377	–	–	0.07%	186
2026 Q1	$262K	Hold	377	–	–	0.07%	211
2025 Q4	$262K	Sell	377 -41	-10%	-$27.7K	0.06%	220
2025 Q3	$278K	Buy	418 +1	+0.2%	+$641	0.08%	189
2025 Q2	$258K	Buy	+417	New	+$238K	0.08%	183

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

LongView Wealth Management's SPY Position: Q3 2026 in Review

LongView Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.27% in Q3 2026, buying an estimated $760 and bringing the position to 378 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #187.

LongView Wealth Management first reported a position in SPY in Q2 2025 and has held it in 6 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

LongView Wealth Management held 378 shares of State Street SPDR S&P 500 ETF Trust worth $288K as of Q3 2026.
LongView Wealth Management bought 1 State Street SPDR S&P 500 ETF Trust share in Q3 2026, an estimated $760.
State Street SPDR S&P 500 ETF Trust made up 0.07% of LongView Wealth Management's portfolio in Q3 2026, its #187 holding.
LongView Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 6 quarters since.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.