Choate Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.28M	Sell	26,958 -5,149	-16%	-$766K	0.08%	109
2026 Q1	$4.71M	Sell	32,107 -1,056	-3%	-$163K	0.09%	93
2025 Q4	$5.13M	Sell	33,163 -1,461	-4%	-$219K	0.1%	85
2025 Q3	$4.82M	Sell	34,624 -624	-2%	-$84.4K	0.1%	87
2025 Q2	$4.75M	Buy	35,248 +580	+2%	+$78.3K	0.1%	80
2025 Q1	$5.06M	Buy	34,668 +1,624	+5%	+$236K	0.13%	78
2024 Q4	$4.55M	Buy	33,044 +879	+3%	+$129K	0.11%	88
2024 Q3	$4.95M	Sell	32,165 -853	-3%	-$129K	0.13%	85
2024 Q2	$4.81M	Buy	33,018 +373	+1%	+$53.5K	0.13%	84
2024 Q1	$4.82M	Buy	32,645 +455	+1%	+$65.3K	0.13%	89
2023 Q4	$4.39M	Buy	32,190 +1,622	+5%	+$211K	0.14%	87
2023 Q3	$3.94M	Sell	30,568 -1,110	-4%	-$147K	0.15%	64
2023 Q2	$4.2M	Buy	31,678 +250	+0.8%	+$33K	0.18%	52
2023 Q1	$4.07M	Sell	31,428 -13,367	-30%	-$1.75M	0.2%	51
2022 Q4	$6.09M	Sell	44,795 -2,905	-6%	-$385K	0.37%	36
2022 Q3	$5.78M	Buy	47,700 +8,744	+22%	+$1.13M	0.38%	29
2022 Q2	$5M	Buy	38,956 +9,403	+32%	+$1.23M	0.3%	32
2022 Q1	$4.05M	Buy	29,553 +2,273	+8%	+$301K	0.22%	42
2021 Q4	$3.84M	Buy	27,280 +2,014	+8%	+$267K	0.22%	44
2021 Q3	$3.22M	Buy	25,266 +1,604	+7%	+$212K	0.21%	49
2021 Q2	$2.98M	Sell	23,662 -255	-1%	-$31.3K	0.18%	56
2021 Q1	$2.79M	Sell	23,917 -3,523	-13%	-$407K	0.17%	53
2020 Q4	$3.11M	Buy	27,440 +175	+0.6%	+$19.1K	0.19%	48
2020 Q3	$2.88M	Sell	27,265 -444	-2%	-$46.7K	0.19%	50
2020 Q2	$2.77M	Sell	27,709 -59,266	-68%	-$5.85M	0.2%	47
2020 Q1	$7.7M	Buy	86,975 +1,579	+2%	+$153K	0.61%	22
2019 Q4	$8.7M	Buy	85,396 +10,667	+14%	+$1.03M	0.53%	24
2019 Q3	$6.74M	Buy	74,729 +1,730	+2%	+$158K	0.42%	32
2019 Q2	$6.76M	Sell	72,999 -1,785	-2%	-$160K	0.4%	36
2019 Q1	$6.86M	Sell	74,784 -13,351	-15%	-$1.2M	0.41%	32
2018 Q4	$7.63M	Buy	+88,135	New	+$7.98M	0.49%	29
2018 Q3	–	Sell	-236,025	Closed	-$19.7M	–	233
2018 Q2	$19.7M	Sell	236,025 -235,068	-50%	-$19.5M	1.14%	13
2018 Q1	$38.3M	Sell	471,093 -89,570	-16%	-$7.63M	2.05%	10
2017 Q4	$46.4M	Sell	560,663 -196,705	-26%	-$16.2M	2.37%	10
2017 Q3	$61.9M	Sell	757,368 -778	-0.1%	-$62.5K	3.35%	6
2017 Q2	$60.1M	Buy	758,146 +409,028	+117%	+$31.2M	3.39%	6
2017 Q1	$26M	Buy	+349,118	New	+$25.4M	1.52%	11

Other funds holding XLV

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Choate Investment Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 16% in Q2 2026, selling an estimated $766K and leaving 26,958 shares worth $4.28M. The position accounts for 0.08% of the portfolio, ranked #109.

Choate Investment Advisors first reported a position in XLV in Q1 2017 and has held it in 37 quarters since. The position peaked at $61.9M in Q3 2017. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Choate Investment Advisors held 26,958 shares of State Street Health Care Select Sector SPDR ETF worth $4.28M as of Q2 2026.
Choate Investment Advisors sold 5,149 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $766K.
State Street Health Care Select Sector SPDR ETF made up 0.08% of Choate Investment Advisors's portfolio in Q2 2026, its #109 holding.
Choate Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2017 and has held it in 37 quarters since.
Choate Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $61.9M in Q3 2017.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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