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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-16,422	Closed	-$721K	–	134
2024 Q3	$721K	Sell	16,422 -544	-3%	-$24.3K	0.22%	71
2024 Q2	$773K	Buy	16,966 +252	+2%	+$11.7K	0.26%	59
2024 Q1	$789K	Sell	16,714 -8,776	-34%	-$377K	0.28%	66
2023 Q4	$1.07M	Sell	25,490 -6,986	-22%	-$299K	0.44%	47
2023 Q3	$1.47M	Sell	32,476 -51,894	-62%	-$2.27M	0.7%	41
2023 Q2	$3.42M	Buy	84,370 +9,540	+13%	+$389K	1.59%	25
2023 Q1	$3.1M	Buy	74,830 +49,538	+196%	+$2.12M	1.62%	17
2022 Q4	$1.11M	Buy	25,292 +6,716	+36%	+$292K	0.64%	32
2022 Q3	$669K	Buy	18,576 +3,892	+27%	+$147K	0.42%	42
2022 Q2	$525K	Buy	+14,684	New	+$589K	0.36%	57

Other funds holding XLE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

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

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

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

Zimmermann Investment Management & Planning sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 16,422 shares — an estimated $721K sold.

Zimmermann Investment Management & Planning first reported a position in XLE in Q2 2022 and held it in 10 quarters. The position peaked at $3.42M in Q2 2023. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 16,422 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $721K.
Zimmermann Investment Management & Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and held it in 10 quarters.
Zimmermann Investment Management & Planning's State Street Energy Select Sector SPDR ETF position peaked at $3.42M in Q2 2023.
1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

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