Financial Select Sector SPDR shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $198k | 3.7k | 53.87 |
| 2025-06-30 | $192k | 3.7k | 52.37 |
| 2025-03-31 | $183k | 3.7k | 49.81 |
| 2024-12-31 | $178k | 3.7k | 48.33 |
| 2024-09-30 | $207k | 4.6k | 45.32 |
| 2024-06-30 | $188k | 4.6k | 41.11 |
| 2024-03-31 | $223k | 5.3k | 42.12 |
| 2023-12-31 | $241k | 6.4k | 37.60 |
| 2023-09-30 | $212k | 6.4k | 33.17 |
| 2023-06-30 | $216k | 6.4k | 33.71 |
| 2023-03-31 | $206k | 6.4k | 32.15 |
| 2022-12-31 | $226k | 6.6k | 34.20 |
| 2022-09-30 | $402k | 13k | 30.35 |
| 2022-06-30 | $5.5k | 17k | 0.33 |
| 2022-03-31 | $519k | 14k | 38.31 |
| 2021-12-31 | $543k | 14k | 39.07 |
| 2021-09-30 | $591k | 16k | 37.53 |
| 2021-06-30 | $969k | 26k | 36.71 |
| 2021-03-31 | $960k | 28k | 34.05 |
| 2020-12-31 | $846k | 29k | 29.48 |
| 2020-09-30 | $693k | 29k | 24.07 |
| 2020-06-30 | $679k | 29k | 23.14 |
| 2020-03-31 | $651k | 31k | 20.81 |
| 2019-12-31 | $1.1M | 36k | 30.79 |
| 2019-09-30 | $1.0M | 36k | 28.01 |
| 2019-06-30 | $936k | 34k | 27.61 |
| 2019-03-31 | $941k | 37k | 25.72 |
| 2018-12-31 | $898k | 38k | 23.83 |
| 2018-09-30 | $1.1M | 40k | 27.57 |
| 2018-06-30 | $1.1M | 40k | 26.58 |
| 2018-03-31 | $1.1M | 41k | 27.57 |
| 2017-12-31 | $1.1M | 41k | 27.92 |
| 2017-09-30 | $1.0M | 40k | 25.85 |
| 2017-06-30 | $1.0M | 42k | 24.68 |
| 2017-03-31 | $1.0M | 44k | 23.73 |
| 2016-12-31 | $1.0M | 44k | 23.24 |
| 2016-09-30 | $661k | 34k | 19.30 |
| 2016-06-30 | $800k | 35k | 22.86 |
| 2016-03-31 | $830k | 37k | 22.50 |
| 2015-12-31 | $933k | 39k | 23.84 |
| 2015-09-30 | $915k | 40k | 22.66 |
| 2015-03-31 | $978k | 41k | 24.10 |
| 2014-12-31 | $1.0M | 82k | 12.45 |
| 2014-09-30 | $105k | 4.5k | 23.29 |
| 2014-06-30 | $65k | 2.9k | 22.23 |
| 2014-03-31 | $65k | 2.9k | 22.23 |
| 2013-12-31 | $108k | 4.9k | 21.93 |
| 2013-09-30 | $78k | 3.9k | 19.88 |
More positions owned by Optimum Investment Advisors
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