Choate Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.29M Buy
9,706
+314
+3% +$44.2K 0.03% 205
2025
Q4
$1.35M Buy
9,392
+250
+3% +$36.1K 0.03% 201
2025
Q3
$1.29M Sell
9,142
-772
-8% -$102K 0.03% 185
2025
Q2
$1.26M Buy
9,914
+726
+8% +$80.6K 0.03% 180
2025
Q1
$949K Sell
9,188
-622
-6% -$70.5K 0.02% 193
2024
Q4
$1.14M Sell
9,810
-720
-7% -$83.8K 0.03% 180
2024
Q3
$1.19M Hold
10,530
0.03% 178
2024
Q2
$1.19M Hold
10,530
0.03% 175
2024
Q1
$1.1M Hold
10,530
0.03% 194
2023
Q4
$1.01M Hold
10,530
0.03% 184
2023
Q3
$863K Buy
10,530
+868
+9% +$74.4K 0.03% 182
2023
Q2
$840K Hold
9,662
0.04% 157
2023
Q1
$730K Sell
9,662
-790
-8% -$54.4K 0.04% 147
2022
Q4
$650K Sell
10,452
-1,000
-9% -$63.5K 0.04% 158
2022
Q3
$680K Sell
11,452
-3,266
-22% -$223K 0.04% 133
2022
Q2
$935K Hold
14,718
0.06% 120
2022
Q1
$1.17M Sell
14,718
-520
-3% -$40.8K 0.06% 131
2021
Q4
$1.32M Hold
15,238
0.08% 117
2021
Q3
$1.14M Hold
15,238
0.07% 114
2021
Q2
$1.13M Hold
15,238
0.07% 115
2021
Q1
$1.01M Buy
15,238
+2,266
+17% +$150K 0.06% 119
2020
Q4
$843K Hold
12,972
0.05% 130
2020
Q3
$757K Hold
12,972
0.05% 124
2020
Q2
$678K Sell
12,972
-1,270
-9% -$59.7K 0.05% 130
2020
Q1
$572K Hold
14,242
0.05% 141
2019
Q4
$653K Hold
14,242
0.04% 139
2019
Q3
$573K Sell
14,242
-258
-2% -$10.3K 0.04% 148
2019
Q2
$566K Sell
14,500
-1,160
-7% -$44.2K 0.03% 148
2019
Q1
$579K Sell
15,660
-950
-6% -$32.5K 0.03% 149
2018
Q4
$515K Buy
+16,610
New +$562K 0.03% 150
2018
Q3
Sell
-25,250
Closed -$877K 231
2018
Q2
$877K Sell
25,250
-3,420
-12% -$117K 0.05% 127
2018
Q1
$938K Sell
28,670
-17,132
-37% -$575K 0.05% 121
2017
Q4
$1.46M Sell
45,802
-1,190
-3% -$37.3K 0.07% 102
2017
Q3
$1.39M Sell
46,992
-5,554
-11% -$160K 0.08% 100
2017
Q2
$1.44M Buy
52,546
+9,780
+23% +$269K 0.08% 99
2017
Q1
$1.14M Buy
42,766
+23,268
+119% +$600K 0.07% 110
2016
Q4
$471K Sell
19,498
-6,990
-26% -$167K 0.03% 161
2016
Q3
$633K Sell
26,488
-1,060
-4% -$24.6K 0.04% 138
2016
Q2
$597K Sell
27,548
-7,470
-21% -$162K 0.04% 136
2016
Q1
$777K Sell
35,018
-18,868
-35% -$390K 0.05% 119
2015
Q4
$1.11M Sell
53,886
-442
-0.8% -$9.52K 0.08% 115
2015
Q3
$1.07M Buy
54,328
+2,640
+5% +$54.4K 0.07% 98
2015
Q2
$1.07M Sell
51,688
-3,870
-7% -$82.6K 0.06% 101
2015
Q1
$1.15M Buy
55,558
+1,672
+3% +$34.8K 0.07% 106
2014
Q4
$1.11M Buy
53,886
+12,490
+30% +$253K 0.07% 114
2014
Q3
$826K Buy
41,396
+22,774
+122% +$451K 0.05% 131
2014
Q2
$357K Sell
18,622
-1,398
-7% -$25.9K 0.02% 210
2014
Q1
$364K Buy
+20,020
New +$358K 0.02% 207

Other funds holding XLK

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

Choate Investment Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.3% in Q1 2026, buying an estimated $44.2K and bringing the position to 9,706 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #205.

Choate Investment Advisors first reported a position in XLK in Q1 2014 and has held it in 48 quarters since. The position peaked at $1.46M in Q4 2017. 2,399 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Choate Investment Advisors held 9,706 shares of State Street Technology Select Sector SPDR ETF worth $1.29M as of Q1 2026.
  • Choate Investment Advisors bought 314 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $44.2K.
  • State Street Technology Select Sector SPDR ETF made up 0.03% of Choate Investment Advisors's portfolio in Q1 2026, its #205 holding.
  • Choate Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2014 and has held it in 48 quarters since.
  • Choate Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.46M in Q4 2017.
  • 2,399 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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