Choate Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $485K | Sell |
9,817
-2,450
| -20% | -$128K | 0.01% | 302 |
|
|
2025
Q4 | $672K | Sell |
12,267
-1,718
| -12% | -$91.5K | 0.01% | 272 |
|
|
2025
Q3 | $753K | Sell |
13,985
-275
| -2% | -$14.6K | 0.02% | 237 |
|
|
2025
Q2 | $747K | Hold |
14,260
| – | – | 0.02% | 227 |
|
|
2025
Q1 | $710K | Buy |
14,260
+2,450
| +21% | +$123K | 0.02% | 221 |
|
|
2024
Q4 | $571K | Sell |
11,810
-300
| -2% | -$14.5K | 0.01% | 254 |
|
|
2024
Q3 | $549K | Hold |
12,110
| – | – | 0.01% | 255 |
|
|
2024
Q2 | $498K | Sell |
12,110
-300
| -2% | -$12.3K | 0.01% | 253 |
|
|
2024
Q1 | $523K | Buy |
12,410
+300
| +2% | +$11.8K | 0.01% | 260 |
|
|
2023
Q4 | $455K | Buy |
12,110
+10,135
| +513% | +$351K | 0.01% | 258 |
|
|
2023
Q3 | $65.5K | Hold |
1,975
| – | – | ﹤0.01% | 389 |
|
|
2023
Q2 | $66.6K | Hold |
1,975
| – | – | ﹤0.01% | 312 |
|
|
2023
Q1 | $63.5K | Sell |
1,975
-6,240
| -76% | -$217K | ﹤0.01% | 287 |
|
|
2022
Q4 | $281K | Sell |
8,215
-5,446
| -40% | -$184K | 0.02% | 229 |
|
|
2022
Q3 | $415K | Sell |
13,661
-3,795
| -22% | -$125K | 0.03% | 173 |
|
|
2022
Q2 | $549K | Buy |
17,456
+3,795
| +28% | +$131K | 0.03% | 162 |
|
|
2022
Q1 | $523K | Hold |
13,661
| – | – | 0.03% | 192 |
|
|
2021
Q4 | $534K | Hold |
13,661
| – | – | 0.03% | 178 |
|
|
2021
Q3 | $512K | Sell |
13,661
-785
| -5% | -$29.4K | 0.03% | 177 |
|
|
2021
Q2 | $530K | Sell |
14,446
-355
| -2% | -$13K | 0.03% | 174 |
|
|
2021
Q1 | $504K | Buy |
14,801
+4,771
| +48% | +$153K | 0.03% | 177 |
|
|
2020
Q4 | $296K | Sell |
10,030
-815
| -8% | -$21.8K | 0.02% | 210 |
|
|
2020
Q3 | $261K | Sell |
10,845
-390
| -3% | -$9.48K | 0.02% | 220 |
|
|
2020
Q2 | $260K | Sell |
11,235
-6,491
| -37% | -$147K | 0.02% | 216 |
|
|
2020
Q1 | $369K | Sell |
17,726
-97,820
| -85% | -$2.69M | 0.03% | 175 |
|
|
2019
Q4 | $3.56M | Buy |
115,546
+40,845
| +55% | +$1.2M | 0.22% | 57 |
|
|
2019
Q3 | $2.09M | Buy |
74,701
+605
| +0.8% | +$16.7K | 0.13% | 77 |
|
|
2019
Q2 | $2.04M | Buy |
74,096
+45
| +0.1% | +$1.22K | 0.12% | 78 |
|
|
2019
Q1 | $1.9M | Sell |
74,051
-14,311
| -16% | -$369K | 0.11% | 81 |
|
|
2018
Q4 | $2.1M | Buy |
+88,362
| New | +$2.3M | 0.14% | 68 |
|
|
2018
Q3 | – | Sell |
-94,926
| Closed | -$2.52M | – | 229 |
|
|
2018
Q2 | $2.52M | Buy |
94,926
+14,325
| +18% | +$395K | 0.15% | 69 |
|
|
2018
Q1 | $2.22M | Buy |
80,601
+4,493
| +6% | +$129K | 0.12% | 75 |
|
|
2017
Q4 | $2.12M | Buy |
76,108
+4,335
| +6% | +$117K | 0.11% | 83 |
|
|
2017
Q3 | $1.86M | Buy |
71,773
+30,145
| +72% | +$752K | 0.1% | 89 |
|
|
2017
Q2 | $1.03M | Buy |
+41,628
| New | +$988K | 0.06% | 116 |
|
|
2016
Q1 | – | Sell |
-52,042
| Closed | -$1.13M | – | 285 |
|
|
2015
Q4 | $1.13M | Buy |
52,042
+8,677
| +20% | +$183K | 0.08% | 113 |
|
|
2015
Q3 | $863K | Buy |
+43,365
| New | +$919K | 0.06% | 112 |
|
|
2015
Q2 | – | Sell |
-58,949
| Closed | -$1.25M | – | 263 |
|
|
2015
Q1 | $1.25M | Buy |
58,949
+6,907
| +13% | +$146K | 0.07% | 103 |
|
|
2014
Q4 | $1.13M | Buy |
52,042
+21,370
| +70% | +$448K | 0.07% | 112 |
|
|
2014
Q3 | $624K | Buy |
30,672
+17,420
| +131% | +$352K | 0.04% | 157 |
|
|
2014
Q2 | $265K | Buy |
+13,252
| New | +$258K | 0.02% | 235 |
|
Other funds holding XLF
Choate Investment Advisors's XLF Position: Q1 2026 in Review
Choate Investment Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 20% in Q1 2026, selling an estimated $128K and leaving 9,817 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #302.
Choate Investment Advisors first reported a position in XLF in Q2 2014 and has held it in 41 quarters since. The position peaked at $3.56M in Q4 2019. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.
- Choate Investment Advisors held 9,817 shares of State Street Financial Select Sector SPDR ETF worth $485K as of Q1 2026.
- Choate Investment Advisors sold 2,450 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $128K.
- State Street Financial Select Sector SPDR ETF made up 0.01% of Choate Investment Advisors's portfolio in Q1 2026, its #302 holding.
- Choate Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2014 and has held it in 41 quarters since.
- Choate Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $3.56M in Q4 2019.
- 1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.
Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.