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

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

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