Choate Investment Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.98M	Buy	12,502 +31	+0.2%	+$4.19K	0.03%	178
2026 Q1	$1.59M	Hold	12,471	–	–	0.03%	186
2025 Q4	$1.52M	Sell	12,471 -56	-0.4%	-$6.42K	0.03%	190
2025 Q3	$1.26M	Buy	12,527 +20	+0.2%	+$1.8K	0.03%	186
2025 Q2	$1.04M	Hold	12,507	–	–	0.02%	197
2025 Q1	$1.01M	Sell	12,507 -9,411	-43%	-$841K	0.03%	185
2024 Q4	$1.97M	Sell	21,918 -870	-4%	-$84.3K	0.05%	137
2024 Q3	$2.25M	Sell	22,788 -112	-0.5%	-$11K	0.06%	131
2024 Q2	$2.12M	Sell	22,900 -1,286	-5%	-$115K	0.06%	132
2024 Q1	$2.29M	Buy	24,186 +14,307	+145%	+$1.33M	0.06%	131
2023 Q4	$882K	Buy	9,879 +714	+8%	+$53K	0.03%	197
2023 Q3	$669K	Sell	9,165 -1,700	-16%	-$136K	0.03%	210
2023 Q2	$904K	Buy	10,865 +1,796	+20%	+$150K	0.04%	150
2023 Q1	$691K	Sell	9,069 -80	-0.9%	-$6.64K	0.03%	152
2022 Q4	$759K	Buy	+9,149	New	+$741K	0.05%	142

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

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

Choate Investment Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 0.25% in Q2 2026, buying an estimated $4.19K and bringing the position to 12,502 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #178.

Choate Investment Advisors first reported a position in XBI in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.29M in Q1 2024. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Choate Investment Advisors held 12,502 shares of State Street SPDR S&P Biotech ETF worth $1.98M as of Q2 2026.
Choate Investment Advisors bought 31 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $4.19K.
State Street SPDR S&P Biotech ETF made up 0.03% of Choate Investment Advisors's portfolio in Q2 2026, its #178 holding.
Choate Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2022 and has held it in 15 quarters since.
Choate Investment Advisors's State Street SPDR S&P Biotech ETF position peaked at $2.29M in Q1 2024.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

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