Hutchens & Kramer Investment Management Group, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Hutchens & Kramer Investment Management Group, LLC

$161 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$23.04 - $24.06 $176,762 - $184,588	-7,672 Reduced 42.88%	10,218 $245,000
Q2 2024 Jul 12, 2024	BUY	$22.82 - $23.32 $144,975 - $148,151	6,353 Added 55.07%	17,890 $415,000
Q1 2024 Apr 29, 2024	BUY	$23.14 - $23.52 $266,966 - $271,350	11,537 New	11,537 $270,000

Others Institutions Holding SPHY

# of Institutions

396

Shares Held

151M

Call Options Held

Put Options Held

Sei Investments CO Oaks, PA

15M
Shares

$357 Million
0.48% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

13.5M
Shares

$321 Million
13.48% of portfolio
Wells Fargo & Company San Francisco, CA

8.24M
Shares

$196 Million
0.05% of portfolio
Wright Fund Management, LLC Santa Monica, CA

7.41M
Shares

$177 Million
5.96% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.24M
Shares

$149 Million
0.04% of portfolio

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