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Financial Select Sector SPDR shares owned by Choate Investment Advisors

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Choate Investment Advisors from 13F filings

Historical chart of Choate Investment Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Choate Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Choate Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $753k 14k 53.87
2025-06-30 $747k 14k 52.37
2025-03-31 $710k 14k 49.81
2024-12-31 $571k 12k 48.33
2024-09-30 $549k 12k 45.32
2024-06-30 $498k 12k 41.11
2024-03-31 $523k 12k 42.12
2023-09-30 $66k 2.0k 33.17
2023-06-30 $67k 2.0k 33.71
2023-03-31 $64k 2.0k 32.15
2022-12-31 $281k 8.2k 34.20
2022-09-30 $415k 14k 30.38
2022-06-30 $549k 18k 31.45
2022-03-31 $523k 14k 38.28
2021-12-31 $534k 14k 39.09
2021-09-30 $512k 14k 37.48
2021-06-30 $530k 14k 36.69
2021-03-31 $504k 15k 34.05
2020-12-31 $296k 10k 29.51
2020-09-30 $261k 11k 24.07
2020-06-30 $260k 11k 23.14
2020-03-31 $369k 18k 20.82
2019-12-31 $3.6M 116k 30.78
2019-09-30 $2.1M 75k 28.00
2019-06-30 $2.0M 74k 27.60
2019-03-31 $1.9M 74k 25.71
2018-12-31 $2.1M 88k 23.82
2018-06-30 $2.5M 95k 26.59
2018-03-31 $2.2M 81k 27.57
2017-12-31 $2.1M 76k 27.91
2017-09-30 $1.9M 72k 25.86
2017-06-30 $1.0M 42k 24.67
2015-12-31 $863k 38k 22.66
2015-09-30 $863k 38k 22.66
2015-03-31 $1.2M 52k 24.11
2014-12-31 $1.1M 46k 24.73
2014-09-30 $624k 27k 23.17
2014-06-30 $265k 12k 22.74

More positions owned by Choate Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Ishares Tr Intrm Gov Cr Etf (GVI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Series Trust Spdr S&p 500 Etf (SPYX)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Home Depot (HD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Choate Investment Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Morgan Stanley
Millennium Management
Jane Street
Goldman Sachs Group
UBS Group
Balyasny Asset Management
LPL Financial
Parallax Volatility Advisers
Envestnet Asset Management
Royal Bank of Canada
Citadel Advisors
Barclays

View all funds holding Financial Select Sector SPDR