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Hutchens & Kramer Investment Management Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Hutchens & Kramer Investment Management Group’s Portfolio SPTI Stock Details SPTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,501
Closed -$209K – 171
2024
Q2 		$209K Sell
7,501
-66
-0.9% -$1.84K 0.12% 141
2024
Q1 		$211K Sell
7,567
-554
-7% -$15.6K 0.13% 144
2023
Q4 		$232K Buy
+8,121
New +$225K 0.16% 110

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's SPTI Position: Q3 2024 in Review

Hutchens & Kramer Investment Management Group sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2024, closing a stake of 7,501 shares — an estimated $209K sold.

Hutchens & Kramer Investment Management Group first reported a position in SPTI in Q4 2023 and held it in 3 quarters. The position peaked at $232K in Q4 2023. 332 funds tracked by Wall St. Rank hold SPTI as of Q3 2024.

  • Hutchens & Kramer Investment Management Group reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 7,501 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2024, an estimated $209K.
  • Hutchens & Kramer Investment Management Group first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2023 and held it in 3 quarters.
  • Hutchens & Kramer Investment Management Group's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $232K in Q4 2023.
  • 332 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2024.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q3 2024, filed 15 Oct 2024.