Optimum Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-66	Closed	-$3K	–	929
2021 Q2	$3K	Hold	66	–	–	﹤0.01%	855
2021 Q1	$3K	Hold	66	–	–	﹤0.01%	859
2020 Q4	$2K	Hold	66	–	–	﹤0.01%	843
2020 Q3	$2K	Buy	+66	New	+$2.35K	﹤0.01%	834
2020 Q1	–	Sell	-100	Closed	-$4K	–	960
2019 Q4	$4K	Sell	100 -200	-67%	-$7.74K	﹤0.01%	867
2019 Q3	$12K	Sell	300 -100	-25%	-$3.84K	﹤0.01%	768
2019 Q2	$15K	Hold	400	–	–	﹤0.01%	725
2019 Q1	$14K	Hold	400	–	–	﹤0.01%	754
2018 Q4	$12K	Sell	400 -27	-6%	-$875	﹤0.01%	734
2018 Q3	$14K	Hold	427	–	–	﹤0.01%	799
2018 Q2	$14K	Hold	427	–	–	﹤0.01%	803
2018 Q1	$13K	Buy	+427	New	+$13.3K	﹤0.01%	790

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Optimum Investment Advisors's XLRE Position: Q3 2021 in Review

Optimum Investment Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2021, closing a stake of 66 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in XLRE in Q1 2018 and held it in 12 quarters. The position peaked at $15K in Q2 2019. 544 funds tracked by Wall St. Rank hold XLRE as of Q3 2021.

Optimum Investment Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Optimum Investment Advisors sold 66 State Street Real Estate Select Sector SPDR ETF shares in Q3 2021, an estimated $3K.
Optimum Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2018 and held it in 12 quarters.
Optimum Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $15K in Q2 2019.
544 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.