Choate Investment Advisors Financial Sector Spdr Transaction History

Choate Investment Advisors

$3.97 Billion
Q1 2025

A detailed history of Choate Investment Advisors transactions in Financial Sector Spdr stock. As of the latest transaction made, Choate Investment Advisors holds 14,260 shares of XLF stock, worth $723,267. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,260

Previous 11,810 20.75%

Holding current value

$723,267

Previous $570,000 24.56%

% of portfolio

0.02%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$47.32 - $52.19 $115,934 - $127,865	2,450 Added 20.75%	14,260 $710,000
Q4 2024 Feb 10, 2025	SELL	$44.89 - $51.34 $13,467 - $15,402	-300 Reduced 2.48%	11,810 $570,000
Q2 2024 Aug 08, 2024	SELL	$39.59 - $42.49 $11,877 - $12,747	-300 Reduced 2.42%	12,110 $497,000
Q1 2024 May 07, 2024	BUY	$37.27 - $42.12 $11,181 - $12,636	300 Added 2.48%	12,410 $522,000
Q4 2023 Feb 14, 2024	BUY	$31.45 - $37.72 $318,745 - $382,292	10,135 Added 513.16%	12,110 $455,000
Q1 2023 May 15, 2023	SELL	$30.98 - $37.0 $193,315 - $230,880	-6,240 Reduced 75.96%	1,975 $63,000
Q4 2022 Feb 14, 2023	SELL	$30.29 - $36.31 $164,959 - $197,744	-5,446 Reduced 39.87%	8,215 $280,000
Q3 2022 Nov 14, 2022	SELL	$30.36 - $35.81 $115,216 - $135,898	-3,795 Reduced 21.74%	13,661 $415,000
Q2 2022 Aug 11, 2022	BUY	$30.84 - $38.22 $117,037 - $145,044	3,795 Added 27.78%	17,456 $549,000
Q3 2021 Nov 04, 2021	SELL	$35.11 - $39.0 $27,561 - $30,615	-785 Reduced 5.43%	13,661 $512,000
Q2 2021 Jul 30, 2021	SELL	$34.47 - $38.47 $12,236 - $13,656	-355 Reduced 2.4%	14,446 $530,000
Q1 2021 May 07, 2021	BUY	$28.95 - $34.77 $138,120 - $165,887	4,771 Added 47.57%	14,801 $504,000
Q4 2020 Feb 08, 2021	SELL	$23.61 - $29.48 $19,242 - $24,026	-815 Reduced 7.51%	10,030 $296,000
Q3 2020 Oct 26, 2020	SELL	$22.68 - $25.49 $8,845 - $9,941	-390 Reduced 3.47%	10,845 $261,000
Q2 2020 Jul 23, 2020	SELL	$19.55 - $26.74 $126,899 - $173,569	-6,491 Reduced 36.62%	11,235 $260,000
Q1 2020 May 07, 2020	SELL	$17.66 - $31.17 $1.73 Million - $3.05 Million	-97,820 Reduced 84.66%	17,726 $369,000
Q4 2019 Jan 28, 2020	BUY	$26.78 - $30.94 $1.09 Million - $1.26 Million	40,845 Added 54.68%	115,546 $3.56 Million
Q3 2019 Nov 13, 2019	BUY	$27.86 - $28.52 $16,855 - $17,254	605 Added 0.82%	74,701 $2.09 Million
Q2 2019 Aug 14, 2019	BUY	N/A	45 Added 0.06%	74,096 $2.05 Million
Q1 2019 Apr 29, 2019	SELL	N/A	-14,311 Reduced 16.2%	74,051 $1.9 Million
Q4 2018 Feb 14, 2019	BUY	N/A	88,362 New	88,362 $2.11 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-94,926 Closed	0 $0
Q2 2018 Jul 30, 2018	BUY	N/A	14,325 Added 17.77%	94,926 $2.52 Million
Q1 2018 May 04, 2018	BUY	N/A	4,493 Added 5.9%	80,601 $0
Q4 2017 Feb 14, 2018	BUY	N/A	4,335 Added 6.04%	76,108 $0
Q3 2017 Nov 14, 2017	BUY	N/A	71,773	71,773 $0

Others Institutions Holding XLF

# of Institutions

2,109

Shares Held

793M

Call Options Held

180M

Put Options Held

245M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Choate Investment Advisors Financial Sector Spdr Transaction History