ZIMP
SPYM

Zimmermann Investment Management & Planning’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,052
Closed -$274K – 117
2024
Q3 		$274K Buy
+4,052
New +$264K 0.08% 120

Other funds holding SPYM

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2024, closing a stake of 4,052 shares — an estimated $274K sold.

Zimmermann Investment Management & Planning first reported a position in SPYM in Q3 2024 and held it in 1 quarter. The position peaked at $274K in Q3 2024. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 4,052 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $274K.
  • Zimmermann Investment Management & Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's State Street SPDR Portfolio S&P 500 ETF position peaked at $274K in Q3 2024.
  • 1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

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