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 |
|