Optimum Investment Advisors’s State Street SPDR S&P Kensho Future Security ETF FITE Stock Holding History

Optimum Investment Advisors’s Portfolio FITE Stock Details FITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-500	Closed	-$23.4K	–	673
2023 Q3	$23.4K	Hold	500	–	–	0.01%	449
2023 Q2	$24.4K	Sell	500 -275	-35%	-$12.8K	0.01%	453
2023 Q1	$36K	Sell	775 -263	-25%	-$11.9K	0.02%	413
2022 Q4	$44.6K	Hold	1,038	–	–	0.02%	393
2022 Q3	$43K	Sell	1,038 -1,625	-61%	-$74.4K	0.02%	399
2022 Q2	$117K	Hold	2,663	–	–	0.06%	260
2022 Q1	$140K	Hold	2,663	–	–	0.06%	268
2021 Q4	$140K	Hold	2,663	–	–	0.05%	290
2021 Q3	$134K	Buy	2,663 +1,625	+157%	+$84K	0.06%	291
2021 Q2	$54K	Buy	1,038 +538	+108%	+$27.2K	0.02%	488
2021 Q1	$24K	Hold	500	–	–	0.01%	635
2020 Q4	$23K	Buy	+500	New	+$20.3K	0.01%	611

Other funds holding FITE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Optimum Investment Advisors's FITE Position: Q4 2023 in Review

Optimum Investment Advisors sold out of State Street SPDR S&P Kensho Future Security ETF (FITE) in Q4 2023, closing a stake of 500 shares — an estimated $23.4K sold.

Optimum Investment Advisors first reported a position in FITE in Q4 2020 and held it in 12 quarters. The position peaked at $140K in Q1 2022. 19 funds tracked by Wall St. Rank hold FITE as of Q4 2023.

Optimum Investment Advisors reported no remaining State Street SPDR S&P Kensho Future Security ETF position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 500 State Street SPDR S&P Kensho Future Security ETF shares in Q4 2023, an estimated $23.4K.
Optimum Investment Advisors first reported a position in State Street SPDR S&P Kensho Future Security ETF in Q4 2020 and held it in 12 quarters.
Optimum Investment Advisors's State Street SPDR S&P Kensho Future Security ETF position peaked at $140K in Q1 2022.
19 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Future Security ETF as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.