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Johnson Financial Group, LLC → SPY

Johnson Financial Group, LLC SPY Position History

State Street SPDR S&P 500 ETF Trust • Financial Services

Quarters held
4
Latest value
$16.5M
Q3 2026
Peak value
$16.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$14.7M
Q1 2026$12.1M
Q2 2026$16.2M
Q3 2026$16.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$16.5M21.7K——
Q2 2026$16.2M21.8K——
Q1 2026$12.1M18.7K——
Q4 2025$14.7M21.6K——

Other funds holding SPY

Other Johnson Financial Group, LLC positions

VGES

VANGUARD INDEX FDS

$1.1B
VGES

VANGUARD INDEX FDS

$932.8M
VGES

VANGUARD INDEX FDS

$790.7M
VGES

VANGUARD INDEX FDS

$763.8M
VGES

VANGUARD TAX-MANAGED FDS

$262.4M
VGES

VANGUARD TAX-MANAGED FDS

$240.8M
VGES

VANGUARD TAX-MANAGED FDS

$234.2M
VGES

VANGUARD TAX-MANAGED FDS

$228.5M
Johnson Financial Group, LLC SPY Holdings: 13F Position History | Track13F