Zimmermann Investment Management & Planning’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-22,873	Closed	-$1.3M	–	76
2024 Q3	$1.3M	Sell	22,873 -72,305	-76%	-$3.89M	0.4%	56
2024 Q2	$4.74M	Buy	95,178 +15,137	+19%	+$758K	1.58%	22
2024 Q1	$4.17M	Buy	+80,041	New	+$3.88M	1.5%	23

Other funds holding KIE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

JSAM

J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2024, closing a stake of 22,873 shares — an estimated $1.3M sold.

Zimmermann Investment Management & Planning first reported a position in KIE in Q1 2024 and held it in 3 quarters. The position peaked at $4.74M in Q2 2024. 173 funds tracked by Wall St. Rank hold KIE as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 22,873 State Street SPDR S&P Insurance ETF shares in Q4 2024, an estimated $1.3M.
Zimmermann Investment Management & Planning first reported a position in State Street SPDR S&P Insurance ETF in Q1 2024 and held it in 3 quarters.
Zimmermann Investment Management & Planning's State Street SPDR S&P Insurance ETF position peaked at $4.74M in Q2 2024.
173 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2024.

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