Choate Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$323K	Hold	6,079	–	–	0.01%	383
2026 Q1	$372K	Buy	+6,079	New	+$326K	0.01%	340
2023 Q4	–	Sell	-2,474	Closed	-$112K	–	468
2023 Q3	$112K	Buy	+2,474	New	+$108K	﹤0.01%	371
2022 Q3	–	Sell	-3,386	Closed	-$121K	–	317
2022 Q2	$121K	Buy	+3,386	New	+$136K	0.01%	267

Other funds holding XLE

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Choate Investment Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 6,079 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #383.

Choate Investment Advisors first reported a position in XLE in Q2 2022 and has held it in 4 quarters since. The position peaked at $372K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Choate Investment Advisors held 6,079 shares of State Street Energy Select Sector SPDR ETF worth $323K as of Q2 2026.
Choate Investment Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #383 holding.
Choate Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 4 quarters since.
Choate Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $372K in Q1 2026.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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