Zimmermann Investment Management & Planning LLC Spdr Portfolio S&P 600 Small C Transaction History

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 13,049 shares of SPSM stock, worth $593,599. This represents 0.21% of its overall portfolio holdings.

Number of Shares
13,049
Previous 24,560 46.87%
Holding current value
$593,599
Previous $1.02 Million 41.81%
% of portfolio
0.21%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$41.02 - $46.01 $472,181 - $529,621
-11,511 Reduced 46.87%
13,049 $593,000
Q2 2024

Jul 26, 2024
SELL
$39.75 - $43.15 $1.48 Million - $1.61 Million
-37,203 Reduced 60.24%
24,560 $1.02 Million
Q1 2024

Apr 22, 2024
BUY
$39.85 - $43.04 $880,087 - $950,538
22,085 Added 55.66%
61,763 $2.66 Million
Q4 2023

Jan 22, 2024
BUY
$34.3 - $42.83 $1.36 Million - $1.7 Million
39,678 New
39,678 $1.67 Million

Others Institutions Holding SPSM

# of Institutions
892
Shares Held
198M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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