JFGIW
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Johnson Financial Group Inc (Wisconsin)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$236K Hold
2,410
– – 0.01% 302
2025
Q4 		$257K Sell
2,410
-290
-11% -$30.7K 0.01% 296
2025
Q3 		$282K Hold
2,700
– – 0.01% 310
2025
Q2 		$257K Buy
2,700
+1,502
+125% +$129K 0.01% 273
2025
Q1 		$96.3K Hold
1,198
– – ﹤0.01% 495
2024
Q4 		$108K Buy
1,198
+674
+129% +$58.2K 0.01% 360
2024
Q3 		$43.5K Buy
524
+93
+22% +$7.43K ﹤0.01% 533
2024
Q2 		$34.5K Buy
431
+52
+14% +$3.88K ﹤0.01% 476
2024
Q1 		$27.7K Sell
379
-720
-66% -$50.1K ﹤0.01% 479
2023
Q4 		$71.5K Sell
1,099
-1,006
-48% -$62K ﹤0.01% 412
2023
Q3 		$125K Sell
2,105
-1,507
-42% -$92.3K 0.01% 286
2023
Q2 		$220K Buy
3,612
+2,054
+132% +$118K 0.02% 258
2023
Q1 		$86.2K Sell
1,558
-1,249
-44% -$66.1K 0.01% 349
2022
Q4 		$142K Hold
2,807
– – 0.01% 272
2022
Q3 		$142K Buy
2,807
+1,126
+67% +$63.4K 0.01% 272
2022
Q2 		$88K Buy
1,681
+75
+5% +$4.3K 0.01% 329
2022
Q1 		$107K Sell
1,606
-3,592
-69% -$234K 0.01% 344
2021
Q4 		$376K Buy
5,198
+2,953
+132% +$206K 0.02% 212
2021
Q3 		$144K Buy
2,245
+186
+9% +$12.3K 0.01% 286
2021
Q2 		$130K Hold
2,059
– – 0.01% 309
2021
Q1 		$116K Buy
+2,059
New +$115K 0.01% 319

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin) held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 2,410 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #302.

Johnson Financial Group Inc (Wisconsin) first reported a position in SPYG in Q1 2021 and has held it in 21 quarters since. The position peaked at $376K in Q4 2021. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 2,410 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $236K as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #302 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $376K in Q4 2021.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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