Zimmermann Investment Management & Planning’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio XAR Stock Details XAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,221	Closed	-$1.77M	–	131
2024 Q3	$1.77M	Sell	11,221 -34,064	-75%	-$5.07M	0.54%	47
2024 Q2	$6.34M	Buy	45,285 +2,332	+5%	+$325K	2.12%	14
2024 Q1	$6.04M	Buy	42,953 +4,981	+13%	+$668K	2.17%	11
2023 Q4	$5.14M	Buy	37,972 +3,946	+12%	+$486K	2.1%	17
2023 Q3	$3.81M	Buy	34,026 +2,980	+10%	+$357K	1.83%	21
2023 Q2	$3.77M	Buy	31,046 +7,608	+32%	+$884K	1.75%	20
2023 Q1	$2.74M	Buy	23,438 +20,833	+800%	+$2.42M	1.43%	22
2022 Q4	$287K	Buy	+2,605	New	+$275K	0.17%	74

Other funds holding XAR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2024, closing a stake of 11,221 shares — an estimated $1.77M sold.

Zimmermann Investment Management & Planning first reported a position in XAR in Q4 2022 and held it in 8 quarters. The position peaked at $6.34M in Q2 2024. 370 funds tracked by Wall St. Rank hold XAR as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 11,221 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2024, an estimated $1.77M.
Zimmermann Investment Management & Planning first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2022 and held it in 8 quarters.
Zimmermann Investment Management & Planning's State Street SPDR S&P Aerospace & Defense ETF position peaked at $6.34M in Q2 2024.
370 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2024.

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