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 $777,828. This represents 0.25% of its overall portfolio holdings.

Number of Shares
8,211
Previous 8,483 3.21%
Holding current value
$777,828
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

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Zimmermann Investment Management & Planning LLC Portfolio

Follow Zimmermann Investment Management & Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zimmermann Investment Management & Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zimmermann Investment Management & Planning LLC with notifications on news.