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 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

McGlone Suttner Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.01% in Q2 2026, buying an estimated $60 and bringing the position to 10,762 shares worth $654K. The position accounts for 0.08% of the portfolio, ranked #109.

McGlone Suttner Wealth Management first reported a position in SPYV in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.39M in Q1 2025. 475 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

McGlone Suttner Wealth Management held 10,762 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $654K as of Q2 2026.
McGlone Suttner Wealth Management bought 1 State Street SPDR Portfolio S&P 500 Value ETF share in Q2 2026, an estimated $60.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.08% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #109 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 7 quarters since.
McGlone Suttner Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.39M in Q1 2025.
475 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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