ZIMP
QWLD

Zimmermann Investment Management & Planning’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio QWLD Stock Details QWLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,263
Closed -$1.45M – 107
2024
Q3 		$1.45M Sell
11,263
-13,355
-54% -$1.66M 0.45% 54
2024
Q2 		$2.96M Buy
24,618
+7,991
+48% +$949K 0.99% 30
2024
Q1 		$1.99M Buy
+16,627
New +$1.9M 0.72% 41

Other funds holding QWLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWM
Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q4 2024, closing a stake of 11,263 shares — an estimated $1.45M sold.

Zimmermann Investment Management & Planning first reported a position in QWLD in Q1 2024 and held it in 3 quarters. The position peaked at $2.96M in Q2 2024. 44 funds tracked by Wall St. Rank hold QWLD as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining State Street SPDR MSCI World StrategicFactors ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 11,263 State Street SPDR MSCI World StrategicFactors ETF shares in Q4 2024, an estimated $1.45M.
  • Zimmermann Investment Management & Planning first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q1 2024 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's State Street SPDR MSCI World StrategicFactors ETF position peaked at $2.96M in Q2 2024.
  • 44 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q4 2024.

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