Zimmermann Investment Management & Planning’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,090
Closed -$754K 122
2023
Q1
$754K Sell
10,090
-2,868
-22% -$210K 0.39% 53
2022
Q4
$966K Buy
+12,958
New +$944K 0.56% 36

Other funds holding XLP

Zimmermann Investment Management & Planning's XLP Position: Q2 2023 in Review

Zimmermann Investment Management & Planning sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2023, closing a stake of 10,090 shares — an estimated $754K sold.

Zimmermann Investment Management & Planning first reported a position in XLP in Q4 2022 and held it in 2 quarters. The position peaked at $966K in Q4 2022. 1,077 funds tracked by Wall St. Rank hold XLP as of Q2 2023.

  • Zimmermann Investment Management & Planning reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 10,090 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2023, an estimated $754K.
  • Zimmermann Investment Management & Planning first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's State Street Consumer Staples Select Sector SPDR ETF position peaked at $966K in Q4 2022.
  • 1,077 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q2 2023, filed 13 Jul 2023.