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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-327	Closed	-$23.8K	–	1095
2025 Q2	$23.8K	Hold	327	–	–	﹤0.01%	530
2025 Q1	$21.5K	Hold	327	–	–	﹤0.01%	708
2024 Q4	$23.2K	Hold	327	–	–	﹤0.01%	575
2024 Q3	$22.1K	Buy	+327	New	+$21.3K	﹤0.01%	596
2024 Q2	–	Sell	-56	Closed	-$3.45K	–	952
2024 Q1	$3.45K	Buy	+56	New	+$3.28K	﹤0.01%	612
2020 Q4	–	Sell	-692	Closed	-$27K	–	523
2020 Q3	$27K	Hold	692	–	–	﹤0.01%	321
2020 Q2	$25K	Hold	692	–	–	﹤0.01%	312
2020 Q1	$21K	Hold	692	–	–	﹤0.01%	347
2019 Q4	$26K	Hold	692	–	–	﹤0.01%	355
2019 Q3	$24K	Buy	+692	New	+$24.1K	﹤0.01%	395

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $3.48B AUM 17.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SPYM Position: Q3 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2025, closing a stake of 327 shares — an estimated $23.8K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SPYM in Q3 2019 and held it in 10 quarters. The position peaked at $27K in Q3 2020. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 327 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $23.8K.
Johnson Financial Group Inc (Wisconsin) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and held it in 10 quarters.
Johnson Financial Group Inc (Wisconsin)'s State Street SPDR Portfolio S&P 500 ETF position peaked at $27K in Q3 2020.
1,423 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2025, filed 13 Nov 2025.