Choate Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$555K	Hold	5,177	–	–	0.01%	308
2026 Q1	$574K	Hold	5,177	–	–	0.01%	289
2025 Q4	$609K	Hold	5,177	–	–	0.01%	280
2025 Q3	$613K	Hold	5,177	–	–	0.01%	264
2025 Q2	$562K	Hold	5,177	–	–	0.01%	258
2025 Q1	$499K	Hold	5,177	–	–	0.01%	256
2024 Q4	$501K	Hold	5,177	–	–	0.01%	269
2024 Q3	$468K	Hold	5,177	–	–	0.01%	268
2024 Q2	$443K	Hold	5,177	–	–	0.01%	264
2024 Q1	$423K	Hold	5,177	–	–	0.01%	280
2023 Q4	$376K	Buy	+5,177	New	+$356K	0.01%	282

Other funds holding XLC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Choate Investment Advisors held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 5,177 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #308.

Choate Investment Advisors first reported a position in XLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $613K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Choate Investment Advisors held 5,177 shares of State Street Communication Services Select Sector SPDR ETF worth $555K as of Q2 2026.
Choate Investment Advisors left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #308 holding.
Choate Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Choate Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $613K in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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