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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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