Choate Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.19M	Hold	48,240	–	–	0.04%	167
2026 Q1	$2.21M	Hold	48,240	–	–	0.04%	153
2025 Q4	$2.06M	Hold	48,240	–	–	0.04%	153
2025 Q3	$2.1M	Hold	48,240	–	–	0.04%	144
2025 Q2	$1.97M	Hold	48,240	–	–	0.04%	140
2025 Q1	$1.9M	Hold	48,240	–	–	0.05%	139
2024 Q4	$1.83M	Sell	48,240 -5,360	-10%	-$213K	0.04%	144
2024 Q3	$2.16M	Sell	53,600 -400	-0.7%	-$14.8K	0.06%	135
2024 Q2	$1.84M	Sell	54,000 -3,300	-6%	-$113K	0.05%	141
2024 Q1	$1.88M	Buy	+57,300	New	+$1.79M	0.05%	150
2023 Q4	–	Sell	-400	Closed	-$11.8K	–	470
2023 Q3	$11.8K	Hold	400	–	–	﹤0.01%	427
2023 Q2	$13.1K	Hold	400	–	–	﹤0.01%	341
2023 Q1	$13.5K	Hold	400	–	–	﹤0.01%	312
2022 Q4	$14.1K	Hold	400	–	–	﹤0.01%	322
2022 Q3	$13K	Hold	400	–	–	﹤0.01%	288
2022 Q2	$14K	Hold	400	–	–	﹤0.01%	305
2022 Q1	$15K	Hold	400	–	–	﹤0.01%	346
2021 Q4	$14K	Hold	400	–	–	﹤0.01%	332
2021 Q3	$13K	Hold	400	–	–	﹤0.01%	297
2021 Q2	$13K	Hold	400	–	–	﹤0.01%	319
2021 Q1	$13K	Hold	400	–	–	﹤0.01%	288
2020 Q4	$13K	Hold	400	–	–	﹤0.01%	278
2020 Q3	$12K	Buy	+400	New	+$11.9K	﹤0.01%	276
2016 Q2	–	Sell	-14,000	Closed	-$347K	–	255
2016 Q1	$347K	Buy	+14,000	New	+$323K	0.02%	183
2014 Q2	–	Sell	-18,120	Closed	-$376K	–	317
2014 Q1	$376K	Buy	18,120 +2,400	+15%	+$47.3K	0.02%	204
2013 Q4	$298K	Buy	+15,720	New	+$301K	0.02%	226

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Choate Investment Advisors's XLU Position: Q2 2026 in Review

Choate Investment Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 48,240 shares worth $2.19M. The position accounts for 0.04% of the portfolio, ranked #167.

Choate Investment Advisors first reported a position in XLU in Q4 2013 and has held it in 26 quarters since. The position peaked at $2.21M in Q1 2026. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Choate Investment Advisors held 48,240 shares of State Street Utilities Select Sector SPDR ETF worth $2.19M as of Q2 2026.
Choate Investment Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.04% of Choate Investment Advisors's portfolio in Q2 2026, its #167 holding.
Choate Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and has held it in 26 quarters since.
Choate Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.21M in Q1 2026.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.