Optimum Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,000	Closed	-$358	–	788
2022 Q4	$358	Sell	1,000 -400	-29%	-$27.9K	﹤0.01%	741
2022 Q3	$3K	Sell	1,400 -1,000	-42%	-$78.2K	﹤0.01%	710
2022 Q2	$1K	Buy	+2,400	New	+$189K	﹤0.01%	813
2020 Q3	–	Sell	-2,000	Closed	-$3K	–	939
2020 Q2	$3K	Buy	+2,000	New	+$118K	﹤0.01%	799

Other funds holding XLY

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

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

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

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

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

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

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

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

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

Optimum Investment Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q3 2025 at 1,400 shares worth $168K. The position accounts for 0.07% of the portfolio, ranked #205.

Optimum Investment Advisors first reported a position in XLY in Q3 2013 and has held it in 47 quarters since. The position peaked at $306K in Q1 2016. 1,274 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

Optimum Investment Advisors held 1,400 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $168K as of Q3 2025.
Optimum Investment Advisors left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of Optimum Investment Advisors's portfolio in Q3 2025, its #205 holding.
Optimum Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2013 and has held it in 47 quarters since.
Optimum Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $306K in Q1 2016.
1,274 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

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