McGlone Suttner Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$658K	Buy	10,763 +1	+0%	+$63	0.08%	112
2026 Q2	$654K	Buy	10,762 +1	+0%	+$60	0.08%	109
2026 Q1	$609K	Sell	10,761 -2,646	-20%	-$153K	0.08%	109
2025 Q4	$762K	Buy	13,407 +15	+0.1%	+$843	0.1%	89
2025 Q3	$741K	Sell	13,392 -3,975	-23%	-$214K	0.1%	92
2025 Q2	$909K	Sell	17,367 -9,878	-36%	-$494K	0.14%	76
2025 Q1	$1.39M	Buy	+27,245	New	+$1.41M	0.23%	47
2024 Q1	–	Sell	-595	Closed	-$27.7K	–	682
2023 Q4	$27.7K	Buy	+595	New	+$25.7K	0.01%	375

Other funds holding SPYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

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

McGlone Suttner Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.01% in Q3 2026, buying an estimated $63 and bringing the position to 10,763 shares worth $658K. The position accounts for 0.08% of the portfolio, ranked #112.

McGlone Suttner Wealth Management first reported a position in SPYV in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.39M in Q1 2025. 820 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

McGlone Suttner Wealth Management held 10,763 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $658K as of Q3 2026.
McGlone Suttner Wealth Management bought 1 State Street SPDR Portfolio S&P 500 Value ETF share in Q3 2026, an estimated $63.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.08% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #112 holding.
McGlone Suttner Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 8 quarters since.
McGlone Suttner Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.39M in Q1 2025.
820 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

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