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

Bought

Maintained

Sold

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