Johnson Financial Group Inc (Wisconsin)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$90K	Hold	1,560	–	–	﹤0.01%	407
2026 Q1	$75.4K	Buy	1,560 +1,303	+507%	+$64.5K	﹤0.01%	429
2025 Q4	$12K	Hold	257	–	–	﹤0.01%	647
2025 Q3	$11.9K	Hold	257	–	–	﹤0.01%	758
2025 Q2	$10.9K	Hold	257	–	–	﹤0.01%	603
2025 Q1	$10.5K	Hold	257	–	–	﹤0.01%	763
2024 Q4	$11.9K	Buy	257 +238	+1,253%	+$11.1K	﹤0.01%	635
2024 Q3	$865	Buy	+19	New	+$835	﹤0.01%	886

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SPSM Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 1,560 shares worth $90K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Johnson Financial Group Inc (Wisconsin) first reported a position in SPSM in Q3 2024 and has held it in 8 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 1,560 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $90K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #407 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.