Zimmermann Investment Management & Planning LLC Financial Sector Spdr Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 5,587 shares of XLF stock, worth $273,707. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,587

Previous 5,536 0.92%

Holding current value

$273,707

Previous $227,000 11.45%

% of portfolio

0.09%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$40.84 - $45.74 $2,082 - $2,332	51 Added 0.92%	5,587 $253,000
Q2 2024 Jul 26, 2024	BUY	$39.59 - $42.49 $10,530 - $11,302	266 Added 5.05%	5,536 $227,000
Q1 2024 Apr 22, 2024	SELL	$37.27 - $42.12 $36,114 - $40,814	-969 Reduced 15.53%	5,270 $221,000
Q4 2023 Jan 22, 2024	SELL	$31.45 - $37.72 $295,944 - $354,945	-9,410 Reduced 60.13%	6,239 $234,000
Q3 2023 Oct 31, 2023	SELL	$33.17 - $35.6 $1.9 Million - $2.04 Million	-57,264 Reduced 78.54%	15,649 $519,000
Q2 2023 Jul 13, 2023	BUY	$31.55 - $33.71 $359,259 - $383,855	11,387 Added 18.51%	72,913 $2.46 Million
Q1 2023 Apr 25, 2023	BUY	$30.98 - $37.0 $1.91 Million - $2.28 Million	61,526 New	61,526 $1.98 Million

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Zimmermann Investment Management & Planning LLC Financial Sector Spdr Transaction History