Optimum Investment Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.66K	Buy	+15	New	+$1.65K	﹤0.01%	581
2018 Q4	–	Sell	-100	Closed	-$4K	–	1039
2018 Q3	$4K	Hold	100	–	–	﹤0.01%	948
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	962
2018 Q1	$4K	Buy	+100	New	+$4.3K	﹤0.01%	926

Other funds holding XHB

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

Optimum Investment Advisors opened a new position in State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2025: 15 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #581 among its holdings. This is a return to the name: Optimum Investment Advisors previously reported a position in XHB as recently as Q3 2018.

Optimum Investment Advisors first reported a position in XHB in Q1 2018 and has held it in 4 quarters since. The position peaked at $4K in Q3 2018. 303 funds tracked by Wall St. Rank hold XHB as of Q3 2025.

Optimum Investment Advisors held 15 shares of State Street SPDR S&P Homebuilders ETF worth $1.66K as of Q3 2025.
State Street SPDR S&P Homebuilders ETF was a new Optimum Investment Advisors position in Q3 2025.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #581 holding.
Optimum Investment Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2018 and has held it in 4 quarters since.
Optimum Investment Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $4K in Q3 2018.
303 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2025.

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