Optimum Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$308K	Hold	2,000	–	–	0.12%	147
2025 Q2	$295K	Sell	2,000 -100	-5%	-$13.6K	0.13%	142
2025 Q1	$275K	Hold	2,100	–	–	0.13%	143
2024 Q4	$277K	Hold	2,100	–	–	0.12%	148
2024 Q3	$284K	Hold	2,100	–	–	0.12%	158
2024 Q2	$256K	Sell	2,100 -500	-19%	-$61.6K	0.11%	162
2024 Q1	$327K	Sell	2,600 -750	-22%	-$88.3K	0.15%	142
2023 Q4	$382K	Sell	3,350 -200	-6%	-$21K	0.19%	113
2023 Q3	$360K	Sell	3,550 -100	-3%	-$10.7K	0.18%	123
2023 Q2	$392K	Hold	3,650	–	–	0.19%	121
2023 Q1	$369K	Sell	3,650 -200	-5%	-$20.1K	0.19%	121
2022 Q4	$378K	Hold	3,850	–	–	0.2%	117
2022 Q3	$319K	Hold	3,850	–	–	0.17%	131
2022 Q2	$336K	Hold	3,850	–	–	0.17%	129
2022 Q1	$396K	Hold	3,850	–	–	0.17%	129
2021 Q4	$407K	Sell	3,850 -480	-11%	-$49.9K	0.16%	134
2021 Q3	$424K	Sell	4,330 -2,050	-32%	-$211K	0.18%	125
2021 Q2	$653K	Sell	6,380 -275	-4%	-$28.2K	0.2%	106
2021 Q1	$655K	Sell	6,655 -600	-8%	-$54.9K	0.19%	115
2020 Q4	$642K	Hold	7,255	–	–	0.19%	115
2020 Q3	$558K	Sell	7,255 -50	-0.7%	-$3.74K	0.19%	120
2020 Q2	$502K	Hold	7,305	–	–	0.17%	133
2020 Q1	$431K	Sell	7,305 -1,237	-14%	-$93.2K	0.18%	136
2019 Q4	$696K	Hold	8,542	–	–	0.21%	128
2019 Q3	$663K	Buy	8,542 +287	+3%	+$22K	0.21%	125
2019 Q2	$639K	Hold	8,255	–	–	0.21%	125
2019 Q1	$619K	Sell	8,255 -250	-3%	-$18.1K	0.2%	127
2018 Q4	$548K	Hold	8,505	–	–	0.19%	134
2018 Q3	$667K	Hold	8,505	–	–	0.18%	133
2018 Q2	$609K	Hold	8,505	–	–	0.18%	139
2018 Q1	$632K	Hold	8,505	–	–	0.19%	135
2017 Q4	$644K	Buy	8,505 +575	+7%	+$41.8K	0.2%	139
2017 Q3	$563K	Hold	7,930	–	–	0.19%	146
2017 Q2	$540K	Sell	7,930 -500	-6%	-$33.4K	0.19%	155
2017 Q1	$548K	Sell	8,430 -700	-8%	-$45.2K	0.19%	150
2016 Q4	$568K	Buy	9,130 +700	+8%	+$42.2K	0.21%	132
2016 Q3	$492K	Hold	8,430	–	–	0.18%	151
2016 Q2	$472K	Sell	8,430 -962	-10%	-$53.6K	0.18%	156
2016 Q1	$521K	Hold	9,392	–	–	0.21%	141
2015 Q4	$498K	Sell	9,392 -480	-5%	-$25.8K	0.19%	149
2015 Q3	$493K	Buy	+9,872	New	+$520K	0.2%	144
2015 Q1	$603K	Sell	10,822 -10,510	-49%	-$592K	0.19%	138
2014 Q4	$640K	Buy	21,332 +20,020	+1,526%	+$1.1M	0.21%	130
2014 Q3	$74K	Hold	1,312	–	–	0.02%	398
2014 Q2	$71K	Buy	+1,312	New	+$70.1K	0.02%	410

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Optimum Investment Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2025 at 2,000 shares worth $308K. The position accounts for 0.12% of the portfolio, ranked #147.

Optimum Investment Advisors first reported a position in XLI in Q2 2014 and has held it in 45 quarters since. The position peaked at $696K in Q4 2019. 1,413 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

Optimum Investment Advisors held 2,000 shares of State Street Industrial Select Sector SPDR ETF worth $308K as of Q3 2025.
Optimum Investment Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Industrial Select Sector SPDR ETF made up 0.12% of Optimum Investment Advisors's portfolio in Q3 2025, its #147 holding.
Optimum Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2014 and has held it in 45 quarters since.
Optimum Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $696K in Q4 2019.
1,413 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

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