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Zimmermann Investment Management & Planning’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,049
Closed -$594K – 119
2024
Q3 		$594K Sell
13,049
-11,511
-47% -$506K 0.18% 78
2024
Q2 		$1.02M Sell
24,560
-37,203
-60% -$1.55M 0.34% 54
2024
Q1 		$2.66M Buy
61,763
+22,085
+56% +$913K 0.96% 31
2023
Q4 		$1.67M Buy
+39,678
New +$1.49M 0.68% 38

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2024, closing a stake of 13,049 shares — an estimated $594K sold.

Zimmermann Investment Management & Planning first reported a position in SPSM in Q4 2023 and held it in 4 quarters. The position peaked at $2.66M in Q1 2024. 926 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 13,049 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2024, an estimated $594K.
  • Zimmermann Investment Management & Planning first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and held it in 4 quarters.
  • Zimmermann Investment Management & Planning's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.66M in Q1 2024.
  • 926 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2024.

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