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

Johnson Financial Group LLC (Colorado)’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 Q2	$16.2M	Buy	21,757 +3,086	+17%	+$2.24M	0.88%	7
2026 Q1	$12.1M	Sell	18,671 -2,899	-13%	-$1.97M	0.81%	10
2025 Q4	$14.7M	Buy	21,570 +19,114	+778%	+$12.9M	0.91%	10
2025 Q3	$1.64M	Sell	2,456 -838	-25%	-$537K	0.15%	25
2025 Q2	$2.04M	Sell	3,294 -6	-0.2%	-$3.43K	0.19%	22
2025 Q1	$1.85M	Buy	3,300 +37	+1%	+$21.7K	0.19%	24
2024 Q4	$1.91M	Sell	3,263 -250	-7%	-$147K	0.22%	21
2024 Q3	$2.02M	Buy	3,513 +2,977	+555%	+$1.65M	0.25%	14
2024 Q2	$292K	Buy	+536	New	+$281K	0.04%	37
2022 Q2	–	Sell	-12,523	Closed	-$600K	–	58
2022 Q1	$600K	Buy	+12,523	New	+$5.58M	0.1%	27

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s SPY Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 17% in Q2 2026, buying an estimated $2.24M and bringing the position to 21,757 shares worth $16.2M. The position accounts for 0.88% of the portfolio, ranked #7.

Johnson Financial Group LLC (Colorado) first reported a position in SPY in Q1 2022 and has held it in 10 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Johnson Financial Group LLC (Colorado) held 21,757 shares of State Street SPDR S&P 500 ETF Trust worth $16.2M as of Q2 2026.
Johnson Financial Group LLC (Colorado) bought 3,086 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.24M.
State Street SPDR S&P 500 ETF Trust made up 0.88% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #7 holding.
Johnson Financial Group LLC (Colorado) first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 10 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.