Optimum Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-3,000	Closed	-$1K	–	938
2020 Q2	$1K	Buy	+3,000	New	+$141K	﹤0.01%	856

Other funds holding XLK

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

Optimum Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 20% in Q3 2025, selling an estimated $13.2K and leaving 400 shares worth $56.4K. The position accounts for 0.02% of the portfolio, ranked #331.

Optimum Investment Advisors first reported a position in XLK in Q2 2014 and has held it in 45 quarters since. The position peaked at $832K in Q4 2020. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

Optimum Investment Advisors held 400 shares of State Street Technology Select Sector SPDR ETF worth $56.4K as of Q3 2025.
Optimum Investment Advisors sold 100 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $13.2K.
State Street Technology Select Sector SPDR ETF made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #331 holding.
Optimum Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2014 and has held it in 45 quarters since.
Optimum Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $832K in Q4 2020.
2,285 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

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