Choate Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$469K	Hold	4,000	–	–	0.01%	332
2026 Q1	$436K	Hold	4,000	–	–	0.01%	316
2025 Q4	$478K	Hold	4,000	–	–	0.01%	308
2025 Q3	$479K	Sell	4,000 -170	-4%	-$19.5K	0.01%	288
2025 Q2	$453K	Hold	4,170	–	–	0.01%	280
2025 Q1	$412K	Sell	4,170 -10,946	-72%	-$1.19M	0.01%	282
2024 Q4	$1.7M	Buy	15,116 +1,202	+9%	+$129K	0.04%	150
2024 Q3	$1.39M	Sell	13,914 -8,682	-38%	-$812K	0.04%	165
2024 Q2	$2.06M	Buy	22,596 +212	+0.9%	+$18.8K	0.05%	133
2024 Q1	$2.06M	Buy	22,384 +4,170	+23%	+$371K	0.06%	143
2023 Q4	$1.63M	Buy	18,214 +158	+0.9%	+$13.1K	0.05%	143
2023 Q3	$1.45M	Sell	18,056 -320	-2%	-$27.1K	0.06%	130
2023 Q2	$1.56M	Buy	18,376 +60	+0.3%	+$4.59K	0.07%	106
2023 Q1	$1.37M	Buy	18,316 +40	+0.2%	+$2.87K	0.07%	107
2022 Q4	$1.18M	Sell	18,276 -5,790	-24%	-$404K	0.07%	110
2022 Q3	$1.71M	Buy	24,066 +50	+0.2%	+$3.91K	0.11%	78
2022 Q2	$1.65M	Buy	24,016 +620	+3%	+$48.9K	0.1%	86
2022 Q1	$2.16M	Sell	23,396 -1,170	-5%	-$107K	0.12%	82
2021 Q4	$2.51M	Buy	24,566 +228	+0.9%	+$22.7K	0.15%	67
2021 Q3	$2.18M	Buy	24,338 +2,710	+13%	+$246K	0.14%	71
2021 Q2	$1.93M	Sell	21,628 -390	-2%	-$34K	0.12%	74
2021 Q1	$1.85M	Sell	22,018 -11,240	-34%	-$935K	0.11%	78
2020 Q4	$2.67M	Buy	33,258 +1,040	+3%	+$80.2K	0.16%	57
2020 Q3	$2.37M	Buy	32,218 +770	+2%	+$54.5K	0.15%	58
2020 Q2	$2.01M	Sell	31,448 -10,360	-25%	-$611K	0.15%	61
2020 Q1	$2.05M	Buy	41,808 +2,006	+5%	+$118K	0.16%	66
2019 Q4	$2.5M	Buy	39,802 +670	+2%	+$40.8K	0.15%	69
2019 Q3	$2.36M	Sell	39,132 -970	-2%	-$58.5K	0.15%	71
2019 Q2	$2.39M	Buy	40,102 +920	+2%	+$53.8K	0.14%	70
2019 Q1	$2.23M	Buy	39,182 +100	+0.3%	+$5.42K	0.13%	71
2018 Q4	$1.94M	Sell	39,082 -609,144	-94%	-$32.2M	0.12%	75
2018 Q3	$23.2M	Buy	648,226 +591,900	+1,051%	+$33.7M	1.28%	9
2018 Q2	$3.08M	Buy	56,326 +2,330	+4%	+$123K	0.18%	61
2018 Q1	$2.73M	Buy	53,996 +7,780	+17%	+$406K	0.15%	69
2017 Q4	$2.28M	Sell	46,216 -2,376	-5%	-$112K	0.12%	81
2017 Q3	$2.19M	Buy	48,592 +15,438	+47%	+$694K	0.12%	80
2017 Q2	$1.49M	Buy	33,154 +4,050	+14%	+$181K	0.08%	96
2017 Q1	$1.28M	Buy	+29,104	New	+$1.25M	0.07%	101

Other funds holding XLY

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Choate Investment Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 4,000 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #332.

Choate Investment Advisors first reported a position in XLY in Q1 2017 and has held it in 38 quarters since. The position peaked at $23.2M in Q3 2018. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Choate Investment Advisors held 4,000 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $469K as of Q2 2026.
Choate Investment Advisors left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #332 holding.
Choate Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2017 and has held it in 38 quarters since.
Choate Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $23.2M in Q3 2018.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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