Zimmermann Investment Management & Planning LLC Technology Sector Spdr Transaction History

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 1,107 shares of XLK stock, worth $262,901. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,107
Previous 1,071 3.36%
Holding current value
$262,901
Previous $242,000 2.89%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 24, 2024
BUY
$197.34 - $237.68 $7,104 - $8,556
36 Added 3.36%
1,107 $249,000
Q2 2024

Jul 26, 2024
BUY
$192.53 - $231.41 $6,160 - $7,405
32 Added 3.08%
1,071 $242,000
Q1 2024

Apr 22, 2024
SELL
$184.12 - $211.02 $13,440 - $15,404
-73 Reduced 6.56%
1,039 $216,000
Q4 2023

Jan 22, 2024
BUY
$160.19 - $193.07 $178,131 - $214,693
1,112 New
1,112 $214,000

Others Institutions Holding XLK

# of Institutions
2,241
Shares Held
169M
Call Options Held
14.8M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

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