Optimum Investment Advisors’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$14K	Hold	292	–	–	﹤0.01%	758
2014 Q4	$13K	Hold	292	–	–	﹤0.01%	811
2014 Q3	$12K	Hold	292	–	–	﹤0.01%	740
2014 Q2	$12K	Buy	+292	New	+$11.1K	﹤0.01%	755

Other funds holding XHE

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

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

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

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Optimum Investment Advisors's XHE Position: Q1 2015 in Review

Optimum Investment Advisors held its State Street SPDR S&P Health Care Equipment ETF (XHE) position steady in Q1 2015 at 292 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Optimum Investment Advisors first reported a position in XHE in Q2 2014 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold XHE as of Q1 2015.

Optimum Investment Advisors held 292 shares of State Street SPDR S&P Health Care Equipment ETF worth $14K as of Q1 2015.
Optimum Investment Advisors left its State Street SPDR S&P Health Care Equipment ETF share count unchanged in Q1 2015.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #758 holding.
Optimum Investment Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2014 and has held it in 4 quarters since.
11 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.