Zimmermann Investment Management & Planning’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-8,360	Closed	-$756K	–	135
2024 Q3	$756K	Sell	8,360 -32,543	-80%	-$2.81M	0.23%	66
2024 Q2	$3.5M	Sell	40,903 -1,681	-4%	-$139K	1.17%	29
2024 Q1	$3.48M	Sell	42,584 -5,479	-11%	-$427K	1.25%	25
2023 Q4	$3.49M	Buy	48,063 +5,222	+12%	+$359K	1.43%	26
2023 Q3	$2.81M	Buy	+42,841	New	+$2.86M	1.35%	28

Other funds holding XLC

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2024, closing a stake of 8,360 shares — an estimated $756K sold.

Zimmermann Investment Management & Planning first reported a position in XLC in Q3 2023 and held it in 5 quarters. The position peaked at $3.5M in Q2 2024. 1,050 funds tracked by Wall St. Rank hold XLC as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 8,360 State Street Communication Services Select Sector SPDR ETF shares in Q4 2024, an estimated $756K.
Zimmermann Investment Management & Planning first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2023 and held it in 5 quarters.
Zimmermann Investment Management & Planning's State Street Communication Services Select Sector SPDR ETF position peaked at $3.5M in Q2 2024.
1,050 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2024.

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