Johnson Financial Group, Inc.

SEC CIK: 0001477024
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Johnson Financial Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overview All 13F holders of SPY Full Q2 2026 holdings

Shares (Q2 2026): 56,382
Value: $42.2M
% of portfolio: 1.4%
Quarters held: 22; Since Q1 2021

Holdings of SPY by Johnson Financial Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	56,382	$42.2M	1.4%	−659−1.2%	Reduced	Holders
Q1 2026	57,041	$37.2M	1.3%	−1,704−2.9%	Reduced	Holders
Q4 2025	58,745	$40.2M	1.5%	+1,519+2.7%	Added	Holders
Q3 2025	57,226	$38.2M	1.4%	+1,930+3.5%	Added	Holders
Q2 2025	55,296	$34.3M	1.5%	+589+1.1%	Added	Holders
Q1 2025	54,707	$30.7M	1.5%	−3,320−5.7%	Reduced	Holders
Q4 2024	58,027	$34.9M	1.7%	−4,763−7.6%	Reduced	Holders
Q3 2024	62,790	$36.1M	1.7%	+1,337+2.2%	Added	Holders
Q2 2024	61,453	$33.6M	1.6%	−1,571−2.5%	Reduced	Holders
Q1 2024	63,024	$33.1M	1.8%	−3,589−5.4%	Reduced	Holders
Q4 2023	66,613	$31.8M	1.7%	+7,790+13.2%	Added	Holders
Q3 2023	58,823	$25.2M	1.8%	+267+0.5%	Added	Holders
Q2 2023	58,556	$26.0M	1.8%	−7,457−11.3%	Reduced	Holders
Q1 2023	66,013	$27.1M	1.9%	+6,780+11.4%	Added	Holders
Q4 2022	59,233	$22.7M	1.8%	+478+0.8%	Added	Holders
Q3 2022	58,755	$22.5M	2.1%	−11,419−16.3%	Reduced	Holders
Q2 2022	70,174	$26.5M	1.9%	−172−0.2%	Reduced	Holders
Q1 2022	70,346	$31.8M	2.2%	−4,624−6.2%	Reduced	Holders
Q4 2021	74,970	$35.6M	2.3%	−1,607−2.1%	Reduced	Holders
Q3 2021	76,577	$32.9M	2.2%	−7,049−8.4%	Reduced	Holders
Q2 2021	83,626	$35.8M	2.3%	−6,700−7.4%	Reduced	Holders
Q1 2021	90,326	$35.8M	2.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.