Johnson Financial Group Inc (Wisconsin)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q1	$37.2M	Sell	57,041 -1,704	-3%	-$1.16M	1.35%	10
2025 Q4	$40.2M	Buy	58,745 +1,519	+3%	+$1.03M	1.5%	11
2025 Q3	$38.2M	Buy	57,226 +1,930	+3%	+$1.24M	1.43%	11
2025 Q2	$34.3M	Buy	55,296 +589	+1%	+$337K	1.54%	11
2025 Q1	$30.7M	Sell	54,707 -3,320	-6%	-$1.95M	1.5%	11
2024 Q4	$34.9M	Sell	58,027 -4,763	-8%	-$2.81M	1.65%	11
2024 Q3	$36.1M	Buy	62,790 +1,337	+2%	+$739K	1.65%	11
2024 Q2	$33.6M	Sell	61,453 -1,571	-2%	-$822K	1.63%	12
2024 Q1	$33.1M	Sell	63,024 -3,589	-5%	-$1.79M	1.78%	13
2023 Q4	$31.8M	Buy	66,613 +7,790	+13%	+$3.47M	1.74%	13
2023 Q3	$25.2M	Buy	58,823 +267	+0.5%	+$119K	1.75%	8
2023 Q2	$26M	Sell	58,556 -7,457	-11%	-$3.13M	1.8%	10
2023 Q1	$27.1M	Buy	66,013 +6,780	+11%	+$2.71M	1.93%	9
2022 Q4	$22.7M	Buy	59,233 +478	+0.8%	+$184K	1.8%	13
2022 Q3	$22.5M	Sell	58,755 -11,419	-16%	-$4.53M	2.07%	8
2022 Q2	$26.5M	Sell	70,174 -172	-0.2%	-$70.5K	1.9%	11
2022 Q1	$31.8M	Sell	70,346 -4,624	-6%	-$2.06M	2.24%	7
2021 Q4	$35.6M	Sell	74,970 -1,607	-2%	-$738K	2.26%	7
2021 Q3	$32.9M	Sell	76,577 -7,049	-8%	-$3.11M	2.24%	6
2021 Q2	$35.8M	Sell	83,626 -6,700	-7%	-$2.8M	2.34%	6
2021 Q1	$35.8M	Sell	90,326 -8,915	-9%	-$3.44M	2.41%	6
2020 Q4	$37.1M	Buy	99,241 +342	+0.3%	+$121K	3.17%	5
2020 Q3	$33.1M	Sell	98,899 -2,037	-2%	-$675K	3.38%	5
2020 Q2	$31.1M	Sell	100,936 -12,635	-11%	-$3.7M	3.34%	5
2020 Q1	$29.3M	Buy	113,571 +8,428	+8%	+$2.57M	3.5%	6
2019 Q4	$33.8M	Buy	105,143 +2,652	+3%	+$817K	3.06%	7
2019 Q3	$30.4M	Buy	102,491 +650	+0.6%	+$192K	2.79%	7
2019 Q2	$29.8M	Sell	101,841 -1,423	-1%	-$410K	2.66%	8
2019 Q1	$29.2M	Buy	103,264 +4,153	+4%	+$1.13M	2.59%	9
2018 Q4	$24.8M	Buy	99,111 +1,656	+2%	+$447K	2.55%	9
2018 Q3	$28.3M	Sell	97,455 -1,463	-1%	-$417K	2.89%	7
2018 Q2	$26.8M	Buy	98,918 +1,995	+2%	+$539K	2.94%	7
2018 Q1	$25.5M	Buy	96,923 +3,336	+4%	+$910K	3.05%	7
2017 Q4	$25M	Buy	93,587 +957	+1%	+$249K	3.06%	6
2017 Q3	$23.3M	Buy	92,630 +19	+0%	+$4.68K	3.06%	6
2017 Q2	$22.4M	Sell	92,611 -2,822	-3%	-$676K	3.22%	6
2017 Q1	$22.5M	Sell	95,433 -2,217	-2%	-$515K	2.83%	5
2016 Q4	$21.8M	Buy	97,650 +5,716	+6%	+$1.25M	3.01%	4
2016 Q3	$19.9M	Buy	91,934 +4,989	+6%	+$1.08M	2.66%	5
2016 Q2	$18.2M	Buy	86,945 +13,896	+19%	+$2.88M	2.52%	6
2016 Q1	$15M	Buy	73,049 +25,239	+53%	+$4.93M	3%	3
2015 Q4	$9.75M	Buy	47,810 +11,539	+32%	+$2.37M	2.03%	5
2015 Q3	$6.95M	Buy	36,271 +914	+3%	+$185K	1.52%	10
2015 Q2	$7.28M	Sell	35,357 -2,156	-6%	-$453K	1.51%	8
2015 Q1	$7.74M	Sell	37,513 -1,305	-3%	-$269K	1.66%	5
2014 Q4	$7.98M	Buy	38,818 +25,963	+202%	+$5.22M	1.85%	2
2014 Q3	$2.53M	Sell	12,855 -90	-0.7%	-$17.8K	0.66%	33
2014 Q2	$2.53M	Sell	12,945 -480	-4%	-$91.3K	0.67%	30
2014 Q1	$2.51M	Sell	13,425 -1,552	-10%	-$285K	0.73%	29
2013 Q4	$2.77M	Sell	14,977 -1,832	-11%	-$324K	0.8%	23
2013 Q3	$2.82M	Buy	16,809 +3,426	+26%	+$574K	0.86%	21
2013 Q2	$2.15M	Buy	+13,383	New	+$2.16M	0.6%	33

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SPY Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.9% in Q1 2026, selling an estimated $1.16M and leaving 57,041 shares worth $37.2M. The position accounts for 1.35% of the portfolio, ranked #10.

Johnson Financial Group Inc (Wisconsin) first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $40.2M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 57,041 shares of State Street SPDR S&P 500 ETF Trust worth $37.2M as of Q1 2026.
Johnson Financial Group Inc (Wisconsin) sold 1,704 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.16M.
State Street SPDR S&P 500 ETF Trust made up 1.35% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #10 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
Johnson Financial Group Inc (Wisconsin)'s State Street SPDR S&P 500 ETF Trust position peaked at $40.2M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.