McGlone Suttner Wealth Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

McGlone Suttner Wealth Management’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,797	Closed	-$219K	–	197
2025 Q1	$219K	Buy	+2,797	New	+$237K	0.04%	177
2024 Q1	–	Sell	-16	Closed	-$1.33K	–	666
2023 Q4	$1.33K	Buy	+16	New	+$1.18K	﹤0.01%	702

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

McGlone Suttner Wealth Management's SLYV Position: Q2 2025 in Review

McGlone Suttner Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2025, closing a stake of 2,797 shares — an estimated $219K sold.

McGlone Suttner Wealth Management first reported a position in SLYV in Q4 2023 and held it in 2 quarters. The position peaked at $219K in Q1 2025. 550 funds tracked by Wall St. Rank hold SLYV as of Q2 2025.

McGlone Suttner Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
McGlone Suttner Wealth Management sold 2,797 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2025, an estimated $219K.
McGlone Suttner Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and held it in 2 quarters.
McGlone Suttner Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $219K in Q1 2025.
550 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2025.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.