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
2023 Q2	–	Sell	-1,000	Closed	-$780	–	762
2023 Q1	$780	Hold	1,000	–	–	﹤0.01%	700
2022 Q4	$1.74K	Buy	+1,000	New	+$43.5K	﹤0.01%	689

Other funds holding XLE

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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.