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Optimum Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Optimum Investment Advisors’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,000
Closed -$1K – 897
2022
Q2 		$1K Buy
+3,000
New +$104K ﹤0.01% 812

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Optimum Investment Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2025 at 3,673 shares worth $198K. The position accounts for 0.08% of the portfolio, ranked #193.

Optimum Investment Advisors first reported a position in XLF in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.15M in Q4 2017. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • Optimum Investment Advisors held 3,673 shares of State Street Financial Select Sector SPDR ETF worth $198K as of Q3 2025.
  • Optimum Investment Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2025.
  • State Street Financial Select Sector SPDR ETF made up 0.08% of Optimum Investment Advisors's portfolio in Q3 2025, its #193 holding.
  • Optimum Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.15M in Q4 2017.
  • 1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

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