Zimmermann Investment Management & Planning LLC Spdr S&P Aerospace & Defense E Transaction History

Zimmermann Investment Management & Planning LLC

$263 Million
Q1 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 42,953 shares of XAR stock, worth $6.05 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares

42,953

Previous 37,972 13.12%

Holding current value

$6.05 Million

Previous $5.14 Million 17.37%

% of portfolio

2.3%

Previous 2.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$127.46 - $141.87 $634,878 - $706,654	4,981 Added 13.12%	42,953 $6.04 Million
Q4 2023 Jan 22, 2024	BUY	$109.6 - $136.33 $432,481 - $537,958	3,946 Added 11.6%	37,972 $5.14 Million
Q3 2023 Oct 31, 2023	BUY	$110.08 - $125.09 $328,038 - $372,768	2,980 Added 9.6%	34,026 $3.81 Million
Q2 2023 Jul 13, 2023	BUY	$110.78 - $122.64 $842,814 - $933,045	7,608 Added 32.46%	31,046 $3.77 Million
Q1 2023 Apr 25, 2023	BUY	$109.92 - $121.62 $2.29 Million - $2.53 Million	20,833 Added 799.73%	23,438 $2.74 Million

Q4 2022 Jan 20, 2023	BUY	$104.59 - $113.09 $272,456 - $294,599	2,605 New	2,605 $0

Others Institutions Holding XAR

# of Institutions

352

Shares Held

6.96M

Call Options Held

19.7K

Put Options Held

900

View Full List

About SPDR S&P AEROSPACE & DEFENSE E

Ticker XAR
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Zimmermann Investment Management & Planning LLC Spdr S&P Aerospace & Defense E Transaction History