Choate Investment Advisors Spdr Ser Tr Spdr S&P Metals & Transaction History

Choate Investment Advisors

$3.89 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 30, 2023	BUY	$49.55 - $53.9 $131,109 - $142,619	2,646 Added 334.94%	3,436 $180,000
Q1 2023 May 15, 2023	SELL	$49.12 - $59.08 $10,069 - $12,111	-205 Reduced 20.6%	790 $41,000
Q4 2022 Feb 14, 2023	BUY	$44.17 - $54.79 $23,189 - $28,764	525 Added 111.7%	995 $49,000
Q2 2022 Aug 11, 2022	SELL	$43.4 - $65.85 $200,334 - $303,963	-4,616 Reduced 90.76%	470 $20,000
Q1 2022 Apr 29, 2022	SELL	$41.02 - $63.33 $1.04 Million - $1.6 Million	-25,308 Reduced 83.27%	5,086 $312,000
Q4 2021 Feb 07, 2022	SELL	$40.28 - $47.31 $376,054 - $441,686	-9,336 Reduced 23.5%	30,394 $1.36 Million
Q3 2021 Nov 04, 2021	SELL	$39.41 - $46.28 $65,420 - $76,824	-1,660 Reduced 4.01%	39,730 $1.66 Million
Q2 2021 Jul 30, 2021	BUY	$39.17 - $47.76 $173,914 - $212,054	4,440 Added 12.02%	41,390 $1.78 Million
Q1 2021 May 07, 2021	BUY	$32.35 - $41.56 $1.2 Million - $1.54 Million	36,950 New	36,950 $1.48 Million

Others Institutions Holding XME

# of Institutions

322

Shares Held

22.8M

Call Options Held

10.1M

Put Options Held

13.1M

Morgan Stanley New York, NY

2.38M
Shares

$137 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.23M
Shares

$128 Million
0.02% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.1M
Shares

$121 Million
1.18% of portfolio
Bank Of America Corp Charlotte, NC

1.98M
Shares

$114 Million
0.01% of portfolio
Barclays PLC London, X0

1.21M
Shares

$70 Million
0.02% of portfolio

About SPDR SER TR SPDR S&P METALS &

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