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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-6,458	Closed	-$220K	–	156
2024 Q2	$220K	Buy	6,458 +36	+0.6%	+$1.24K	0.07%	126
2024 Q1	$211K	Buy	+6,422	New	+$200K	0.08%	128

Other funds holding XLU

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

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Zimmermann Investment Management & Planning's XLU Position: Q3 2024 in Review

Zimmermann Investment Management & Planning sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2024, closing a stake of 6,458 shares — an estimated $220K sold.

Zimmermann Investment Management & Planning first reported a position in XLU in Q1 2024 and held it in 2 quarters. The position peaked at $220K in Q2 2024. 1,300 funds tracked by Wall St. Rank hold XLU as of Q3 2024.

Zimmermann Investment Management & Planning reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 6,458 State Street Utilities Select Sector SPDR ETF shares in Q3 2024, an estimated $220K.
Zimmermann Investment Management & Planning first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and held it in 2 quarters.
Zimmermann Investment Management & Planning's State Street Utilities Select Sector SPDR ETF position peaked at $220K in Q2 2024.
1,300 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2024, filed 24 Oct 2024.