Zimmermann Investment Management & Planning LLC Consumer Staples Sector Spdr Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 25, 2023	SELL	$71.11 - $75.78 $203,943 - $217,337	-2,868 Reduced 22.13%	10,090 $753,000
Q4 2022 Jan 20, 2023	BUY	$71.53 - $77.19 $926,885 - $1 Million	12,958 New	12,958 $0

Others Institutions Holding XLP

# of Institutions

1,314

Shares Held

172M

Call Options Held

13.4M

Put Options Held

18.7M

Bank Of America Corp Charlotte, NC

28.6M
Shares

$2.17 Billion
0.18% of portfolio
Barclays PLC London, X0

10.3M
Shares

$782 Million
0.23% of portfolio
Morgan Stanley New York, NY

9.74M
Shares

$741 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

7.94M
Shares

$604 Million
0.1% of portfolio
Jpmorgan Chase & CO New York, NY

6.36M
Shares

$484 Million
0.04% of portfolio

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About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
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