Zimmermann Investment Management & Planning’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,596	Closed	-$323K	–	132
2024 Q3	$323K	Sell	2,596 -628	-19%	-$71K	0.1%	107
2024 Q2	$326K	Sell	3,224 -1,753	-35%	-$183K	0.11%	104
2024 Q1	$555K	Sell	4,977 -483	-9%	-$48.3K	0.2%	78
2023 Q4	$522K	Sell	5,460 -470	-8%	-$38.2K	0.21%	68
2023 Q3	$454K	Buy	+5,930	New	+$482K	0.22%	72

Other funds holding XHB

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2024, closing a stake of 2,596 shares — an estimated $323K sold.

Zimmermann Investment Management & Planning first reported a position in XHB in Q3 2023 and held it in 5 quarters. The position peaked at $555K in Q1 2024. 319 funds tracked by Wall St. Rank hold XHB as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 2,596 State Street SPDR S&P Homebuilders ETF shares in Q4 2024, an estimated $323K.
Zimmermann Investment Management & Planning first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2023 and held it in 5 quarters.
Zimmermann Investment Management & Planning's State Street SPDR S&P Homebuilders ETF position peaked at $555K in Q1 2024.
319 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2024.

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