Zimmermann Investment Management & Planning LLC Energy Sector Spdr Transaction History

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 8,211 shares of XLE stock, worth $694,979. This represents 0.25% of its overall portfolio holdings.

Number of Shares
8,211
Previous 8,483 3.21%
Holding current value
$694,979
Previous $773,000 6.86%
% of portfolio
0.25%
Previous 0.27%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$84.35 - $93.39 $22,943 - $25,402
-272 Reduced 3.21%
8,211 $720,000
Q2 2024

Jul 26, 2024
BUY
$88.04 - $98.08 $11,093 - $12,358
126 Added 1.51%
8,483 $773,000
Q1 2024

Apr 22, 2024
SELL
$79.91 - $94.41 $350,645 - $414,271
-4,388 Reduced 34.43%
8,357 $788,000
Q4 2023

Jan 22, 2024
SELL
$81.2 - $91.96 $283,631 - $321,216
-3,493 Reduced 21.51%
12,745 $1.07 Million
Q3 2023

Oct 31, 2023
SELL
$79.09 - $93.36 $2.05 Million - $2.42 Million
-25,947 Reduced 61.51%
16,238 $1.47 Million
Q2 2023

Jul 13, 2023
BUY
$76.59 - $87.23 $365,334 - $416,087
4,770 Added 12.75%
42,185 $3.42 Million
Q1 2023

Apr 25, 2023
BUY
$76.97 - $93.11 $1.91 Million - $2.31 Million
24,769 Added 195.86%
37,415 $3.1 Million
Q4 2022

Jan 20, 2023
BUY
$76.09 - $94.08 $255,510 - $315,920
3,358 Added 36.15%
12,646 $0
Q3 2022

Nov 01, 2022
BUY
$67.49 - $84.09 $131,335 - $163,639
1,946 Added 26.51%
9,288 $669,000
Q2 2022

Jul 28, 2022
BUY
$70.66 - $92.28 $518,785 - $677,519
7,342 New
7,342 $525,000

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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