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
2022 Q3	–	Sell	-1,500	Closed	-$4K	–	898
2022 Q2	$4K	Buy	+1,500	New	+$141K	﹤0.01%	718

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.