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Optimum Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Optimum Investment Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$468K Sell
10,480
-1,278
-11% -$56K 0.19% 104
2025
Q2 		$499K Buy
11,758
+232
+2% +$9.66K 0.22% 93
2025
Q1 		$539K Buy
11,526
+276
+2% +$12.4K 0.25% 83
2024
Q4 		$482K Buy
11,250
+3,034
+37% +$138K 0.21% 94
2024
Q3 		$361K Sell
8,216
-218
-3% -$9.74K 0.16% 131
2024
Q2 		$384K Buy
8,434
+374
+5% +$17.4K 0.17% 121
2024
Q1 		$380K Buy
8,060
+174
+2% +$7.47K 0.17% 121
2023
Q4 		$331K Buy
7,886
+838
+12% +$35.8K 0.17% 131
2023
Q3 		$319K Buy
7,048
+332
+5% +$14.5K 0.16% 136
2023
Q2 		$273K Sell
6,716
-480
-7% -$19.6K 0.13% 152
2023
Q1 		$298K Buy
7,196
+1,786
+33% +$76.4K 0.16% 143
2022
Q4 		$237K Buy
5,410
+872
+19% +$38K 0.13% 165
2022
Q3 		$163K Buy
4,538
+246
+6% +$9.3K 0.09% 204
2022
Q2 		$153K Buy
4,292
+724
+20% +$29K 0.08% 223
2022
Q1 		$136K Sell
3,568
-452
-11% -$15.7K 0.06% 271
2021
Q4 		$112K Sell
4,020
-1,874
-32% -$53K 0.04% 320
2021
Q3 		$153K Sell
5,894
-352
-6% -$8.72K 0.06% 272
2021
Q2 		$168K Sell
6,246
-354
-5% -$9.21K 0.05% 292
2021
Q1 		$162K Buy
6,600
+176
+3% +$4.06K 0.05% 296
2020
Q4 		$122K Buy
6,424
+110
+2% +$1.9K 0.04% 322
2020
Q3 		$95K Buy
6,314
+16
+0.3% +$284 0.03% 340
2020
Q2 		$119K Buy
6,298
+466
+8% +$8.67K 0.04% 296
2020
Q1 		$85K Sell
5,832
-522
-8% -$12.4K 0.03% 338
2019
Q4 		$191K Buy
6,354
+214
+3% +$6.35K 0.06% 285
2019
Q3 		$182K Buy
6,140
+92
+2% +$2.78K 0.06% 281
2019
Q2 		$193K Buy
6,048
+340
+6% +$10.9K 0.06% 276
2019
Q1 		$189K Buy
5,708
+74
+1% +$2.38K 0.06% 282
2018
Q4 		$162K Buy
5,634
+50
+0.9% +$1.67K 0.06% 289
2018
Q3 		$211K Sell
5,584
-344
-6% -$12.9K 0.06% 297
2018
Q2 		$225K Sell
5,928
-52
-0.9% -$1.93K 0.06% 279
2018
Q1 		$202K Buy
5,980
+336
+6% +$11.9K 0.06% 288
2017
Q4 		$204K Buy
+5,644
New +$194K 0.06% 296
2015
Q1 		$95K Sell
2,452
-1,486
-38% -$57.6K 0.03% 390
2014
Q4 		$125K Sell
3,938
-400
-9% -$16.6K 0.04% 332
2014
Q3 		$192K Buy
4,338
+800
+23% +$38.7K 0.06% 263
2014
Q2 		$177K Buy
3,538
+1,538
+77% +$72.8K 0.06% 275
2014
Q1 		$89K Hold
2,000
– – 0.03% 318
2013
Q4 		$89K Hold
2,000
– – 0.03% 308
2013
Q3 		$83K Buy
+2,000
New +$82.4K 0.03% 303

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Optimum Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q3 2025, selling an estimated $56K and leaving 10,480 shares worth $468K. The position accounts for 0.19% of the portfolio, ranked #104.

Optimum Investment Advisors first reported a position in XLE in Q3 2013 and has held it in 39 quarters since. The position peaked at $539K in Q1 2025. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

  • Optimum Investment Advisors held 10,480 shares of State Street Energy Select Sector SPDR ETF worth $468K as of Q3 2025.
  • Optimum Investment Advisors sold 1,278 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $56K.
  • State Street Energy Select Sector SPDR ETF made up 0.19% of Optimum Investment Advisors's portfolio in Q3 2025, its #104 holding.
  • Optimum Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2013 and has held it in 39 quarters since.
  • Optimum Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $539K in Q1 2025.
  • 1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

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