Choate Investment Advisors Industrial Sector Spdr Transaction History

Choate Investment Advisors

$4.12 Billion
Q4 2024

A detailed history of Choate Investment Advisors transactions in Industrial Sector Spdr stock. As of the latest transaction made, Choate Investment Advisors holds 24,209 shares of XLI stock, worth $3.33 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

24,209

Previous 24,058 0.63%

Holding current value

$3.33 Million

Previous $3.26 Million 2.12%

% of portfolio

0.08%

Previous 0.08%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$131.76 - $143.99 $19,895 - $21,742	151 Added 0.63%	24,209 $3.19 Million
Q3 2024 Nov 13, 2024	SELL	$120.56 - $135.44 $25,317 - $28,442	-210 Reduced 0.87%	24,058 $3.26 Million
Q2 2024 Aug 08, 2024	SELL	$120.47 - $125.94 $1.53 Million - $1.6 Million	-12,720 Reduced 34.39%	24,268 $2.96 Million
Q1 2024 May 07, 2024	BUY	$110.23 - $125.96 $361,554 - $413,148	3,280 Added 9.73%	36,988 $4.66 Million
Q4 2023 Feb 14, 2024	BUY	$96.44 - $114.13 $180,246 - $213,308	1,869 Added 5.87%	33,708 $3.84 Million
Q3 2023 Oct 30, 2023	BUY	$100.74 - $110.75 $195,939 - $215,408	1,945 Added 6.51%	31,839 $3.23 Million
Q2 2023 Aug 01, 2023	SELL	$96.85 - $107.32 $714,268 - $791,485	-7,375 Reduced 19.79%	29,894 $3.21 Million
Q1 2023 May 15, 2023	SELL	$96.51 - $103.67 $2.91 Million - $3.13 Million	-30,185 Reduced 44.75%	37,269 $3.77 Million
Q4 2022 Feb 14, 2023	SELL	$84.74 - $102.33 $749,355 - $904,904	-8,843 Reduced 11.59%	67,454 $6.62 Million
Q3 2022 Nov 14, 2022	SELL	$82.84 - $100.53 $190,946 - $231,721	-2,305 Reduced 2.93%	76,297 $6.32 Million
Q2 2022 Aug 11, 2022	BUY	$85.56 - $102.18 $41,068 - $49,046	480 Added 0.61%	78,602 $6.87 Million
Q1 2022 Apr 29, 2022	SELL	$95.6 - $107.05 $1.37 Million - $1.53 Million	-14,301 Reduced 15.47%	78,122 $8.05 Million
Q4 2021 Feb 07, 2022	SELL	$98.64 - $107.12 $174,494 - $189,495	-1,769 Reduced 1.88%	92,423 $9.78 Million
Q3 2021 Nov 04, 2021	BUY	$97.84 - $105.53 $495,559 - $534,509	5,065 Added 5.68%	94,192 $9.22 Million
Q2 2021 Jul 30, 2021	BUY	$98.78 - $105.53 $279,942 - $299,072	2,834 Added 3.28%	89,127 $9.13 Million
Q1 2021 May 07, 2021	BUY	$84.77 - $98.77 $3.72 Million - $4.34 Million	43,915 Added 103.63%	86,293 $8.5 Million
Q4 2020 Feb 08, 2021	BUY	$74.87 - $89.65 $90,592 - $108,476	1,210 Added 2.94%	42,378 $3.75 Million
Q3 2020 Oct 26, 2020	BUY	$67.14 - $79.9 $227,671 - $270,940	3,391 Added 8.98%	41,168 $3.17 Million
Q2 2020 Jul 23, 2020	BUY	$56.34 - $76.29 $657,206 - $889,922	11,665 Added 44.67%	37,777 $2.6 Million
Q1 2020 May 07, 2020	BUY	$48.77 - $85.23 $48,526 - $84,803	995 Added 3.96%	26,112 $1.54 Million
Q4 2019 Jan 28, 2020	BUY	$74.07 - $82.5 $416,273 - $463,650	5,620 Added 28.82%	25,117 $2.05 Million
Q3 2019 Nov 13, 2019	BUY	$77.22 - $79.35 $26,640 - $27,375	345 Added 1.8%	19,497 $1.51 Million
Q2 2019 Aug 14, 2019	BUY	N/A	110 Added 0.58%	19,152 $1.48 Million
Q1 2019 Apr 29, 2019	SELL	N/A	-4,280 Reduced 18.35%	19,042 $1.43 Million
Q4 2018 Feb 14, 2019	BUY	N/A	23,322 New	23,322 $1.5 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-28,947 Closed	0 $0
Q2 2018 Jul 30, 2018	BUY	N/A	2,812 Added 10.76%	28,947 $2.07 Million
Q1 2018 May 04, 2018	BUY	N/A	1,158 Added 4.64%	26,135 $0
Q4 2017 Feb 14, 2018	SELL	N/A	-1,252 Reduced 4.77%	24,977 $0
Q3 2017 Nov 14, 2017	BUY	N/A	26,229	26,229 $0

Others Institutions Holding XLI

# of Institutions

1,534

Shares Held

142M

Call Options Held

23.3M

Put Options Held

39.4M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

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Choate Investment Advisors Industrial Sector Spdr Transaction History