Optimum Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,000	Closed	-$1.61K	–	764
2023 Q1	$1.61K	Buy	+2,000	New	+$67.8K	﹤0.01%	680

Other funds holding XLU

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MMH

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Optimum Investment Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2025 at 3,274 shares worth $143K. The position accounts for 0.06% of the portfolio, ranked #219.

Optimum Investment Advisors first reported a position in XLU in Q3 2013 and has held it in 48 quarters since. The position peaked at $590K in Q4 2014. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Optimum Investment Advisors held 3,274 shares of State Street Utilities Select Sector SPDR ETF worth $143K as of Q3 2025.
Optimum Investment Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Utilities Select Sector SPDR ETF made up 0.06% of Optimum Investment Advisors's portfolio in Q3 2025, its #219 holding.
Optimum Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2013 and has held it in 48 quarters since.
Optimum Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $590K in Q4 2014.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

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