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
2023 Q4	–	Sell	-500	Closed	-$525	–	731
2023 Q3	$525	Hold	500	–	–	﹤0.01%	680
2023 Q2	$525	Sell	500 -200	-29%	-$12.2K	﹤0.01%	680
2023 Q1	$665	Buy	+700	New	+$38K	﹤0.01%	704
2022 Q3	–	Sell	-2,000	Closed	-$2K	–	896
2022 Q2	$2K	Buy	+2,000	New	+$120K	﹤0.01%	772

Other funds holding XLC

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $40.4B AUM 21.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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. 581 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.
581 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.