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Choate Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Choate Investment Advisors’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.86M Sell
23,890
-341
-1% -$57.2K 0.08% 108
2025
Q4 		$3.76M Sell
24,231
-300
-1% -$46.2K 0.07% 102
2025
Q3 		$3.78M Sell
24,531
-543
-2% -$82.3K 0.08% 100
2025
Q2 		$3.7M Buy
25,074
+445
+2% +$60.7K 0.08% 97
2025
Q1 		$3.23M Buy
24,629
+420
+2% +$56.8K 0.08% 101
2024
Q4 		$3.19M Buy
24,209
+151
+0.6% +$20.8K 0.08% 109
2024
Q3 		$3.26M Sell
24,058
-210
-0.9% -$26.7K 0.08% 103
2024
Q2 		$2.96M Sell
24,268
-12,720
-34% -$1.57M 0.08% 110
2024
Q1 		$4.66M Buy
36,988
+3,280
+10% +$386K 0.13% 92
2023
Q4 		$3.84M Buy
33,708
+1,869
+6% +$196K 0.12% 93
2023
Q3 		$3.23M Buy
31,839
+1,945
+7% +$208K 0.13% 77
2023
Q2 		$3.21M Sell
29,894
-7,375
-20% -$743K 0.13% 65
2023
Q1 		$3.77M Sell
37,269
-30,185
-45% -$3.04M 0.18% 53
2022
Q4 		$6.62M Sell
67,454
-8,843
-12% -$842K 0.4% 32
2022
Q3 		$6.32M Sell
76,297
-2,305
-3% -$212K 0.42% 26
2022
Q2 		$6.87M Buy
78,602
+480
+0.6% +$45.2K 0.42% 24
2022
Q1 		$8.04M Sell
78,122
-14,301
-15% -$1.45M 0.43% 22
2021
Q4 		$9.78M Sell
92,423
-1,769
-2% -$184K 0.57% 19
2021
Q3 		$9.22M Buy
94,192
+5,065
+6% +$520K 0.59% 19
2021
Q2 		$9.13M Buy
89,127
+2,834
+3% +$290K 0.55% 20
2021
Q1 		$8.5M Buy
86,293
+43,915
+104% +$4.02M 0.53% 20
2020
Q4 		$3.75M Buy
42,378
+1,210
+3% +$102K 0.23% 41
2020
Q3 		$3.17M Buy
41,168
+3,391
+9% +$254K 0.21% 43
2020
Q2 		$2.6M Buy
37,777
+11,665
+45% +$757K 0.19% 49
2020
Q1 		$1.54M Buy
26,112
+995
+4% +$75K 0.12% 76
2019
Q4 		$2.05M Buy
25,117
+5,620
+29% +$449K 0.12% 79
2019
Q3 		$1.51M Buy
19,497
+345
+2% +$26.5K 0.09% 87
2019
Q2 		$1.48M Buy
19,152
+110
+0.6% +$8.37K 0.09% 88
2019
Q1 		$1.43M Sell
19,042
-4,280
-18% -$310K 0.08% 86
2018
Q4 		$1.5M Buy
+23,322
New +$1.65M 0.1% 84
2018
Q3 		– Sell
-28,947
Closed -$2.07M – 230
2018
Q2 		$2.07M Buy
28,947
+2,812
+11% +$209K 0.12% 79
2018
Q1 		$1.94M Buy
26,135
+1,158
+5% +$89.2K 0.1% 83
2017
Q4 		$1.89M Sell
24,977
-1,252
-5% -$91.1K 0.1% 91
2017
Q3 		$1.86M Buy
26,229
+3,515
+15% +$242K 0.1% 88
2017
Q2 		$1.55M Buy
22,714
+3,989
+21% +$266K 0.09% 92
2017
Q1 		$1.22M Buy
+18,725
New +$1.21M 0.07% 105

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Choate Investment Advisors's XLI Position: Q1 2026 in Review

Choate Investment Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.4% in Q1 2026, selling an estimated $57.2K and leaving 23,890 shares worth $3.86M. The position accounts for 0.08% of the portfolio, ranked #108.

Choate Investment Advisors first reported a position in XLI in Q1 2017 and has held it in 36 quarters since. The position peaked at $9.78M in Q4 2021. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

  • Choate Investment Advisors held 23,890 shares of State Street Industrial Select Sector SPDR ETF worth $3.86M as of Q1 2026.
  • Choate Investment Advisors sold 341 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $57.2K.
  • State Street Industrial Select Sector SPDR ETF made up 0.08% of Choate Investment Advisors's portfolio in Q1 2026, its #108 holding.
  • Choate Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2017 and has held it in 36 quarters since.
  • Choate Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $9.78M in Q4 2021.
  • 1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.