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Hutchens & Kramer Investment Management Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Hutchens & Kramer Investment Management Group’s Portfolio SPHY Stock Details SPHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,218
Closed -$244K – 172
2024
Q3 		$244K Sell
10,218
-7,672
-43% -$181K 0.14% 134
2024
Q2 		$412K Buy
17,890
+6,353
+55% +$147K 0.23% 70
2024
Q1 		$268K Buy
+11,537
New +$269K 0.16% 113

Other funds holding SPHY

Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's SPHY Position: Q4 2024 in Review

Hutchens & Kramer Investment Management Group sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2024, closing a stake of 10,218 shares — an estimated $244K sold.

Hutchens & Kramer Investment Management Group first reported a position in SPHY in Q1 2024 and held it in 3 quarters. The position peaked at $412K in Q2 2024. 438 funds tracked by Wall St. Rank hold SPHY as of Q4 2024.

  • Hutchens & Kramer Investment Management Group reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 10,218 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2024, an estimated $244K.
  • Hutchens & Kramer Investment Management Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and held it in 3 quarters.
  • Hutchens & Kramer Investment Management Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $412K in Q2 2024.
  • 438 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2024.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q4 2024, filed 22 Jan 2025.