Zimmermann Investment Management & Planning LLC Spdr S&P Capital Markets ETF Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Spdr S&P Capital Markets ETF stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 47,773 shares of KCE stock, worth $6.89 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares

47,773

Previous 13,782 246.63%

Holding current value

$6.89 Million

Previous $1.52 Million 292.43%

% of portfolio

2.08%

Previous 0.54%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$110.03 - $126.01 $3.74 Million - $4.28 Million	33,991 Added 246.63%	47,773 $5.97 Million
Q2 2024 Jul 26, 2024	SELL	$104.34 - $113.53 $304,046 - $330,826	-2,914 Reduced 17.45%	13,782 $1.52 Million
Q1 2024 Apr 22, 2024	SELL	$98.42 - $110.55 $2.53 Million - $2.84 Million	-25,661 Reduced 60.58%	16,696 $1.85 Million
Q4 2023 Jan 22, 2024	BUY	$80.3 - $102.81 $441,890 - $565,763	5,503 Added 14.93%	42,357 $4.32 Million
Q3 2023 Oct 31, 2023	BUY	$83.5 - $92.72 $3.08 Million - $3.42 Million	36,854 New	36,854 $3.2 Million

Others Institutions Holding KCE

# of Institutions

111

Shares Held

2.83M

Call Options Held

5.3K

Put Options Held

View Full List

About SPDR S&P CAPITAL MARKETS ETF

Ticker KCE
Sector ETFs
Industry ETFs

More about KCE

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Zimmermann Investment Management & Planning LLC Spdr S&P Capital Markets ETF Transaction History