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

Johnson Financial Group Inc (Wisconsin)’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$197K Sell
3,236
-1,583
-33% -$94.7K 0.01% 316
2026
Q1 		$273K Hold
4,819
– – 0.01% 278
2025
Q4 		$274K Sell
4,819
-546
-10% -$30.7K 0.01% 291
2025
Q3 		$297K Hold
5,365
– – 0.01% 305
2025
Q2 		$281K Buy
5,365
+2,426
+83% +$121K 0.01% 264
2025
Q1 		$150K Sell
2,939
-644
-18% -$33.4K 0.01% 410
2024
Q4 		$188K Buy
3,583
+1,058
+42% +$56.3K 0.01% 302
2024
Q3 		$133K Buy
2,525
+519
+26% +$26.4K 0.01% 409
2024
Q2 		$97.8K Hold
2,006
– – ﹤0.01% 378
2024
Q1 		$101K Hold
2,006
– – 0.01% 357
2023
Q4 		$93.5K Sell
2,006
-255
-11% -$11K 0.01% 384
2023
Q3 		$93.3K Sell
2,261
-5,731
-72% -$248K 0.01% 314
2023
Q2 		$345K Buy
7,992
+3,642
+84% +$150K 0.02% 219
2023
Q1 		$177K Buy
4,350
+25
+0.6% +$1.01K 0.01% 282
2022
Q4 		$168K Buy
4,325
+24
+0.6% +$919 0.01% 260
2022
Q3 		$165K Buy
4,301
+30
+0.7% +$1.14K 0.02% 260
2022
Q2 		$157K Sell
4,271
-113
-3% -$4.47K 0.01% 267
2022
Q1 		$183K Sell
4,384
-1,243
-22% -$51.3K 0.01% 272
2021
Q4 		$236K Hold
5,627
– – 0.02% 261
2021
Q3 		$220K Buy
5,627
+138
+3% +$5.51K 0.02% 257
2021
Q2 		$217K Sell
5,489
-600
-10% -$23.7K 0.01% 261
2021
Q1 		$230K Buy
+6,089
New +$220K 0.02% 254

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Goldman Sachs
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AF
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin) reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 33% in Q2 2026, selling an estimated $94.7K and leaving 3,236 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #316.

Johnson Financial Group Inc (Wisconsin) first reported a position in SPYV in Q1 2021 and has held it in 22 quarters since. The position peaked at $345K in Q2 2023. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 3,236 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $197K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 1,583 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $94.7K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #316 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s State Street SPDR Portfolio S&P 500 Value ETF position peaked at $345K in Q2 2023.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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