Optimum Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-800	Closed	-$8	–	711
2023 Q3	$8	Hold	800	–	–	﹤0.01%	720
2023 Q2	$8	Buy	+800	New	+$336K	﹤0.01%	712
2020 Q4	–	Sell	-700	Closed	-$3K	–	948
2020 Q3	$3K	Buy	+700	New	+$232K	﹤0.01%	807

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Optimum Investment Advisors's SPY Position: Q3 2025 in Review

Optimum Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.62% in Q3 2025, buying an estimated $91.7K and bringing the position to 23,146 shares worth $15.4M. The position accounts for 6.12% of the portfolio, ranked #3.

Optimum Investment Advisors first reported a position in SPY in Q3 2013 and has held it in 48 quarters since. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Optimum Investment Advisors held 23,146 shares of State Street SPDR S&P 500 ETF Trust worth $15.4M as of Q3 2025.
Optimum Investment Advisors bought 143 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $91.7K.
State Street SPDR S&P 500 ETF Trust made up 6.12% of Optimum Investment Advisors's portfolio in Q3 2025, its #3 holding.
Optimum Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2013 and has held it in 48 quarters since.
4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.