Choate Investment Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Choate Investment Advisors’s Portfolio XAR Stock Details XAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$271K	Buy	955 +108	+13%	+$29.2K	﹤0.01%	411
2026 Q1	$215K	Hold	847	–	–	﹤0.01%	412
2025 Q4	$204K	Sell	847 -124	-13%	-$29.5K	﹤0.01%	425
2025 Q3	$228K	Sell	971 -145	-13%	-$31.6K	﹤0.01%	387
2025 Q2	$235K	Buy	+1,116	New	+$202K	0.01%	373
2023 Q4	–	Sell	-486	Closed	-$54.5K	–	467
2023 Q3	$54.5K	Hold	486	–	–	﹤0.01%	397
2023 Q2	$59.1K	Sell	486 -252	-34%	-$29.3K	﹤0.01%	316
2023 Q1	$86.3K	Hold	738	–	–	﹤0.01%	278
2022 Q4	$81.2K	Buy	738 +153	+26%	+$16.2K	﹤0.01%	291
2022 Q3	$54K	Hold	585	–	–	﹤0.01%	266
2022 Q2	$59K	Hold	585	–	–	﹤0.01%	284
2022 Q1	$73K	Hold	585	–	–	﹤0.01%	317
2021 Q4	$68K	Buy	585 +75	+15%	+$8.92K	﹤0.01%	308
2021 Q3	$61K	Hold	510	–	–	﹤0.01%	279
2021 Q2	$67K	Buy	510 +180	+55%	+$23.1K	﹤0.01%	292
2021 Q1	$41K	Sell	330 -55	-14%	-$6.66K	﹤0.01%	278
2020 Q4	$44K	Hold	385	–	–	﹤0.01%	266
2020 Q3	$34K	Buy	+385	New	+$34.2K	﹤0.01%	263

Other funds holding XAR

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Choate Investment Advisors's XAR Position: Q2 2026 in Review

Choate Investment Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 13% in Q2 2026, buying an estimated $29.2K and bringing the position to 955 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Choate Investment Advisors first reported a position in XAR in Q3 2020 and has held it in 18 quarters since. 616 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Choate Investment Advisors held 955 shares of State Street SPDR S&P Aerospace & Defense ETF worth $271K as of Q2 2026.
Choate Investment Advisors bought 108 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $29.2K.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #411 holding.
Choate Investment Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2020 and has held it in 18 quarters since.
616 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.