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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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