Optimum Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,500	Closed	-$5K	–	961
2019 Q4	$5K	Buy	+1,500	New	+$144K	﹤0.01%	854

Other funds holding XLV

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

Optimum Investment Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q3 2025 at 521 shares worth $72.5K. The position accounts for 0.03% of the portfolio, ranked #298.

Optimum Investment Advisors first reported a position in XLV in Q3 2013 and has held it in 48 quarters since. The position peaked at $660K in Q1 2015. 1,648 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Optimum Investment Advisors held 521 shares of State Street Health Care Select Sector SPDR ETF worth $72.5K as of Q3 2025.
Optimum Investment Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #298 holding.
Optimum Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2013 and has held it in 48 quarters since.
Optimum Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $660K in Q1 2015.
1,648 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

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