McGlone Suttner Wealth Management
SPY icon

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

McGlone Suttner 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 		$691K Hold
906
– – 0.08% 106
2026
Q2 		$676K Buy
906
+8
+0.9% +$5.8K 0.08% 104
2026
Q1 		$584K Buy
898
+1
+0.1% +$680 0.08% 113
2025
Q4 		$612K Buy
897
+1
+0.1% +$676 0.08% 101
2025
Q3 		$597K Buy
896
+1
+0.1% +$641 0.08% 100
2025
Q2 		$553K Sell
895
-29
-3% -$16.6K 0.08% 107
2025
Q1 		$517K Buy
924
+31
+3% +$18.2K 0.08% 110
2024
Q4 		$523K Buy
893
+1
+0.1% +$589 0.09% 99
2024
Q3 		$512K Buy
892
+3
+0.3% +$1.66K 0.11% 98
2024
Q2 		$423K Sell
889
-11
-1% -$5.76K 0.09% 94
2024
Q1 		$471K Buy
900
+11
+1% +$5.48K 0.09% 100
2023
Q4 		$423K Buy
889
+1
+0.1% +$445 0.08% 94
2023
Q3 		$380K Buy
888
+1
+0.1% +$445 0.09% 90
2023
Q2 		$393K Sell
887
-100
-10% -$42K 0.09% 89
2023
Q1 		$404K Buy
987
+2
+0.2% +$798 0.1% 83
2022
Q4 		$377K Buy
+985
New +$379K 0.12% 82

Other funds holding SPY

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

McGlone Suttner Wealth Management's SPY Position: Q3 2026 in Review

McGlone Suttner Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 906 shares worth $691K. The position accounts for 0.08% of the portfolio, ranked #106.

McGlone Suttner Wealth Management first reported a position in SPY in Q4 2022 and has held it in 16 quarters since. 2,651 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • McGlone Suttner Wealth Management held 906 shares of State Street SPDR S&P 500 ETF Trust worth $691K as of Q3 2026.
  • McGlone Suttner Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.08% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #106 holding.
  • McGlone Suttner Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 16 quarters since.
  • 2,651 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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