Hutchens & Kramer Investment Management Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.01M	Buy	2,688 +51	+2%	+$37K	0.54%	39
2026 Q1	$1.72M	Buy	2,637 +150	+6%	+$102K	0.54%	40
2025 Q4	$1.7M	Buy	2,487 +63	+3%	+$42.6K	0.59%	32
2025 Q3	$1.61M	Buy	2,424 +491	+25%	+$315K	0.64%	33
2025 Q2	$1.19M	Buy	1,933 +222	+13%	+$127K	0.55%	39
2025 Q1	$957K	Buy	1,711 +525	+44%	+$309K	0.53%	40
2024 Q4	$695K	Buy	1,186 +67	+6%	+$39.5K	0.38%	50
2024 Q3	$636K	Buy	1,119 +4	+0.4%	+$2.21K	0.35%	61
2024 Q2	$608K	Sell	1,115 -34	-3%	-$17.8K	0.34%	57
2024 Q1	$600K	Sell	1,149 -25	-2%	-$12.4K	0.35%	58
2023 Q4	$558K	Sell	1,174 -31	-3%	-$13.8K	0.39%	52
2023 Q3	$515K	Sell	1,205 -18	-1%	-$8.01K	0.41%	50
2023 Q2	$542K	Buy	1,223 +66	+6%	+$27.7K	0.43%	51
2023 Q1	$473K	Sell	1,157 -594	-34%	-$237K	0.41%	55
2022 Q4	$670K	Buy	1,751 +241	+16%	+$92.6K	0.49%	48
2022 Q3	$554K	Sell	1,510 -163	-10%	-$64.7K	0.45%	47
2022 Q2	$638K	Sell	1,673 -224	-12%	-$91.8K	0.47%	52
2022 Q1	$859K	Buy	1,897 +252	+15%	+$112K	0.48%	52
2021 Q4	$739K	Buy	+1,645	New	+$755K	0.47%	52

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's SPY Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.9% in Q2 2026, buying an estimated $37K and bringing the position to 2,688 shares worth $2.01M. The position accounts for 0.54% of the portfolio, ranked #39.

Hutchens & Kramer Investment Management Group first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Hutchens & Kramer Investment Management Group held 2,688 shares of State Street SPDR S&P 500 ETF Trust worth $2.01M as of Q2 2026.
Hutchens & Kramer Investment Management Group bought 51 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $37K.
State Street SPDR S&P 500 ETF Trust made up 0.54% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #39 holding.
Hutchens & Kramer Investment Management Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.