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 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

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

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

LongView Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 377 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #186.

LongView Wealth Management first reported a position in SPY in Q2 2025 and has held it in 5 quarters since. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

LongView Wealth Management held 377 shares of State Street SPDR S&P 500 ETF Trust worth $282K as of Q2 2026.
LongView Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.07% of LongView Wealth Management's portfolio in Q2 2026, its #186 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 5 quarters since.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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