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Zimmermann Investment Management & Planning’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio XLB Stock Details XLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-88,338
Closed -$4.26M – 133
2024
Q3 		$4.26M Buy
+88,338
New +$4.03M 1.31% 23

Other funds holding XLB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2024, closing a stake of 88,338 shares — an estimated $4.26M sold.

Zimmermann Investment Management & Planning first reported a position in XLB in Q3 2024 and held it in 1 quarter. The position peaked at $4.26M in Q3 2024. 813 funds tracked by Wall St. Rank hold XLB as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 88,338 State Street Materials Select Sector SPDR ETF shares in Q4 2024, an estimated $4.26M.
  • Zimmermann Investment Management & Planning first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's State Street Materials Select Sector SPDR ETF position peaked at $4.26M in Q3 2024.
  • 813 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2024.

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