Zimmermann Investment Management & Planning’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio KCE Stock Details KCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-47,773	Closed	-$5.97M	–	75
2024 Q3	$5.97M	Buy	47,773 +33,991	+247%	+$4.02M	1.83%	16
2024 Q2	$1.52M	Sell	13,782 -2,914	-17%	-$319K	0.51%	44
2024 Q1	$1.85M	Sell	16,696 -25,661	-61%	-$2.66M	0.66%	46
2023 Q4	$4.32M	Buy	42,357 +5,503	+15%	+$493K	1.77%	21
2023 Q3	$3.2M	Buy	+36,854	New	+$3.28M	1.53%	25

Other funds holding KCE

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Zimmermann Investment Management & Planning's KCE Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2024, closing a stake of 47,773 shares — an estimated $5.97M sold.

Zimmermann Investment Management & Planning first reported a position in KCE in Q3 2023 and held it in 5 quarters. The position peaked at $5.97M in Q3 2024. 131 funds tracked by Wall St. Rank hold KCE as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 47,773 State Street SPDR S&P Capital Markets ETF shares in Q4 2024, an estimated $5.97M.
Zimmermann Investment Management & Planning first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2023 and held it in 5 quarters.
Zimmermann Investment Management & Planning's State Street SPDR S&P Capital Markets ETF position peaked at $5.97M in Q3 2024.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.