Hutchens & Kramer Investment Management Group’s S&P Global SPGI Stock Holding History

Hutchens & Kramer Investment Management Group’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-453	Closed	-$230K	–	175
2025 Q1	$230K	Buy	+453	New	+$231K	0.13%	137
2022 Q3	–	Sell	-615	Closed	-$211K	–	109
2022 Q2	$211K	Buy	615 +63	+11%	+$22.5K	0.16%	100
2022 Q1	$225K	Hold	552	–	–	0.12%	112
2021 Q4	$229K	Buy	+552	New	+$253K	0.14%	103

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Hutchens & Kramer Investment Management Group's SPGI Position: Q2 2025 in Review

Hutchens & Kramer Investment Management Group sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 453 shares — an estimated $230K sold.

Hutchens & Kramer Investment Management Group first reported a position in SPGI in Q4 2021 and held it in 4 quarters. The position peaked at $230K in Q1 2025. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

Hutchens & Kramer Investment Management Group reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
Hutchens & Kramer Investment Management Group sold 453 S&P Global shares in Q2 2025, an estimated $230K.
Hutchens & Kramer Investment Management Group first reported a position in S&P Global in Q4 2021 and held it in 4 quarters.
Hutchens & Kramer Investment Management Group's S&P Global position peaked at $230K in Q1 2025.
2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2025, filed 5 Aug 2025.