Choate Investment Advisors’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$286K	Hold	2,646	–	–	0.01%	385
2025 Q4	$274K	Hold	2,646	–	–	0.01%	384
2025 Q3	$247K	Sell	2,646 -265	-9%	-$21.1K	0.01%	374
2025 Q2	$196K	Buy	+2,911	New	+$173K	﹤0.01%	399
2023 Q4	–	Sell	-3,436	Closed	-$180K	–	471
2023 Q3	$180K	Buy	3,436 +2,646	+335%	+$137K	0.01%	358
2023 Q2	$40.1K	Hold	790	–	–	﹤0.01%	324
2023 Q1	$42K	Sell	790 -205	-21%	-$11.2K	﹤0.01%	300
2022 Q4	$49.6K	Buy	995 +525	+112%	+$26K	﹤0.01%	305
2022 Q3	$20K	Hold	470	–	–	﹤0.01%	284
2022 Q2	$20K	Sell	470 -4,616	-91%	-$251K	﹤0.01%	299
2022 Q1	$312K	Sell	5,086 -25,308	-83%	-$1.29M	0.02%	239
2021 Q4	$1.36M	Sell	30,394 -9,336	-23%	-$409K	0.08%	115
2021 Q3	$1.66M	Sell	39,730 -1,660	-4%	-$71.8K	0.11%	80
2021 Q2	$1.78M	Buy	41,390 +4,440	+12%	+$193K	0.11%	78
2021 Q1	$1.48M	Buy	+36,950	New	+$1.36M	0.09%	90