Zimmermann Investment Management & Planning’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,594	Closed	-$1.48M	–	139
2024 Q3	$1.48M	Buy	9,594 +99	+1%	+$15K	0.45%	52
2024 Q2	$1.38M	Buy	9,495 +339	+4%	+$48.6K	0.46%	49
2024 Q1	$1.35M	Buy	9,156 +175	+2%	+$25.1K	0.49%	52
2023 Q4	$1.22M	Sell	8,981 -2,041	-19%	-$266K	0.5%	42
2023 Q3	$1.42M	Sell	11,022 -24,236	-69%	-$3.22M	0.68%	42
2023 Q2	$4.68M	Buy	35,258 +656	+2%	+$86.5K	2.18%	14
2023 Q1	$4.48M	Sell	34,602 -698	-2%	-$91.2K	2.34%	11
2022 Q4	$4.8M	Buy	35,300 +2,717	+8%	+$360K	2.77%	13
2022 Q3	$3.95M	Buy	32,583 +9,479	+41%	+$1.22M	2.46%	16
2022 Q2	$2.96M	Buy	23,104 +6,985	+43%	+$916K	2.03%	15
2022 Q1	$2.21M	Buy	+16,119	New	+$2.13M	1.31%	26

Other funds holding XLV

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2024, closing a stake of 9,594 shares — an estimated $1.48M sold.

Zimmermann Investment Management & Planning first reported a position in XLV in Q1 2022 and held it in 11 quarters. The position peaked at $4.8M in Q4 2022. 1,760 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 9,594 State Street Health Care Select Sector SPDR ETF shares in Q4 2024, an estimated $1.48M.
Zimmermann Investment Management & Planning first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and held it in 11 quarters.
Zimmermann Investment Management & Planning's State Street Health Care Select Sector SPDR ETF position peaked at $4.8M in Q4 2022.
1,760 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

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