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Zimmermann Investment Management & Planning’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio XME Stock Details XME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,161
Closed -$218K – 127
2023
Q3 		$218K Sell
4,161
-6,740
-62% -$349K 0.1% 97
2023
Q2 		$554K Buy
10,901
+795
+8% +$39K 0.26% 63
2023
Q1 		$537K Buy
10,106
+5,213
+107% +$284K 0.28% 66
2022
Q4 		$244K Buy
+4,893
New +$243K 0.14% 85

Other funds holding XME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Zimmermann Investment Management & Planning's XME Position: Q4 2023 in Review

Zimmermann Investment Management & Planning sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q4 2023, closing a stake of 4,161 shares — an estimated $218K sold.

Zimmermann Investment Management & Planning first reported a position in XME in Q4 2022 and held it in 4 quarters. The position peaked at $554K in Q2 2023. 273 funds tracked by Wall St. Rank hold XME as of Q4 2023.

  • Zimmermann Investment Management & Planning reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q4 2023 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 4,161 State Street SPDR S&P Metals & Mining ETF shares in Q4 2023, an estimated $218K.
  • Zimmermann Investment Management & Planning first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2022 and held it in 4 quarters.
  • Zimmermann Investment Management & Planning's State Street SPDR S&P Metals & Mining ETF position peaked at $554K in Q2 2023.
  • 273 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2023, filed 22 Jan 2024.