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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

McGlone Suttner Wealth Management's SPY Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.89% in Q2 2026, buying an estimated $5.8K and bringing the position to 906 shares worth $676K. The position accounts for 0.08% of the portfolio, ranked #104.

McGlone Suttner Wealth Management first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 1,996 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • McGlone Suttner Wealth Management held 906 shares of State Street SPDR S&P 500 ETF Trust worth $676K as of Q2 2026.
  • McGlone Suttner Wealth Management bought 8 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.8K.
  • State Street SPDR S&P 500 ETF Trust made up 0.08% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #104 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 15 quarters since.
  • 1,996 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.