McGlone Suttner Wealth Management, Inc. SPYV Holdings History
McGlone Suttner Wealth Management, Inc.'s SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-06-30, McGlone Suttner Wealth Management, Inc. held 17,367.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $908,970.00. This investment constitutes 0.14% of their stock portfolio, and McGlone Suttner Wealth Management, Inc. now holds 0% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2023Q4. And since then McGlone Suttner Wealth Management, Inc. has made 2 purchases of SPYV, at an average price of $51.67, for a total of 27,840.00 shares. In addition, there have been 2 sales at an average price of $49.86 for 10,473.00 shares. Based on historical transaction data and SPYV's current price of $53.31, McGlone Suttner Wealth Management, Inc.'s estimated gain on his SPYV holdings is $9,417.54, reflecting a 0.65% gain to date.
McGlone Suttner Wealth Management, Inc. SPYV ($53.31) Holding Chart
McGlone Suttner Wealth Management, Inc. SPYV ($53.31) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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