Optimum Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-504	Closed	-$34K	–	964
2020 Q4	$34K	Hold	504	–	–	0.01%	541
2020 Q3	$30K	Hold	504	–	–	0.01%	531
2020 Q2	$27K	Hold	504	–	–	0.01%	547
2020 Q1	$22K	Hold	504	–	–	0.01%	559
2019 Q4	$27K	Hold	504	–	–	0.01%	625
2019 Q3	$25K	Buy	+504	New	+$25.2K	0.01%	642

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Optimum Investment Advisors's XLC Position: Q1 2021 in Review

Optimum Investment Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2021, closing a stake of 504 shares — an estimated $34K sold.

Optimum Investment Advisors first reported a position in XLC in Q3 2019 and held it in 6 quarters. The position peaked at $34K in Q4 2020. 580 funds tracked by Wall St. Rank hold XLC as of Q1 2021.

Optimum Investment Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Optimum Investment Advisors sold 504 State Street Communication Services Select Sector SPDR ETF shares in Q1 2021, an estimated $34K.
Optimum Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2019 and held it in 6 quarters.
Optimum Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $34K in Q4 2020.
580 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2021.

Based on Optimum Investment Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.