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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,587	Closed	-$253K	–	136
2024 Q3	$253K	Buy	5,587 +51	+0.9%	+$2.23K	0.08%	125
2024 Q2	$228K	Buy	5,536 +266	+5%	+$10.9K	0.08%	124
2024 Q1	$222K	Sell	5,270 -969	-16%	-$38.3K	0.08%	124
2023 Q4	$235K	Sell	6,239 -9,410	-60%	-$326K	0.1%	112
2023 Q3	$519K	Sell	15,649 -57,264	-79%	-$1.97M	0.25%	68
2023 Q2	$2.46M	Buy	72,913 +11,387	+19%	+$372K	1.14%	31
2023 Q1	$1.98M	Buy	+61,526	New	+$2.14M	1.03%	31

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

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

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

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

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

Zimmermann Investment Management & Planning sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024, closing a stake of 5,587 shares — an estimated $253K sold.

Zimmermann Investment Management & Planning first reported a position in XLF in Q1 2023 and held it in 7 quarters. The position peaked at $2.46M in Q2 2023. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 5,587 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $253K.
Zimmermann Investment Management & Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and held it in 7 quarters.
Zimmermann Investment Management & Planning's State Street Financial Select Sector SPDR ETF position peaked at $2.46M in Q2 2023.
1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

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