Choate Investment Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,042	Closed	-$221K	–	497
2025 Q2	$221K	Hold	5,042	–	–	﹤0.01%	385
2025 Q1	$217K	Buy	+5,042	New	+$220K	0.01%	373
2024 Q4	–	Sell	-4,434	Closed	-$214K	–	419
2024 Q3	$214K	Buy	+4,434	New	+$202K	0.01%	364
2024 Q2	–	Sell	-4,434	Closed	-$206K	–	413
2024 Q1	$206K	Buy	+4,434	New	+$191K	0.01%	390

Other funds holding XLB

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

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

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Choate Investment Advisors's XLB Position: Q3 2025 in Review

Choate Investment Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2025, closing a stake of 5,042 shares — an estimated $221K sold.

Choate Investment Advisors first reported a position in XLB in Q1 2024 and held it in 4 quarters. The position peaked at $221K in Q2 2025. 774 funds tracked by Wall St. Rank hold XLB as of Q3 2025.

Choate Investment Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 5,042 State Street Materials Select Sector SPDR ETF shares in Q3 2025, an estimated $221K.
Choate Investment Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2024 and held it in 4 quarters.
Choate Investment Advisors's State Street Materials Select Sector SPDR ETF position peaked at $221K in Q2 2025.
774 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.