Choate Investment Advisors Select Sector Spdr Consumer Di Transaction History

Choate Investment Advisors

$4.12 Billion
Q4 2024

A detailed history of Choate Investment Advisors transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Choate Investment Advisors holds 7,558 shares of XLY stock, worth $1.72 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,558

Previous 6,957 8.64%

Holding current value

$1.72 Million

Previous $1.39 Million 21.68%

% of portfolio

0.04%

Previous 0.04%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$194.8 - $239.43 $117,074 - $143,897	601 Added 8.64%	7,558 $1.7 Million
Q3 2024 Nov 13, 2024	SELL	$170.05 - $200.86 $738,187 - $871,933	-4,341 Reduced 38.42%	6,957 $1.39 Million
Q2 2024 Aug 08, 2024	BUY	$169.76 - $184.45 $17,994 - $19,551	106 Added 0.95%	11,298 $2.06 Million
Q1 2024 May 07, 2024	BUY	$170.9 - $185.02 $356,326 - $385,766	2,085 Added 22.89%	11,192 $2.06 Million
Q4 2023 Feb 14, 2024	BUY	$148.04 - $181.41 $11,695 - $14,331	79 Added 0.88%	9,107 $1.63 Million
Q3 2023 Oct 30, 2023	SELL	$158.36 - $176.97 $25,337 - $28,315	-160 Reduced 1.74%	9,028 $1.45 Million
Q2 2023 Aug 01, 2023	BUY	$143.54 - $169.81 $4,306 - $5,094	30 Added 0.33%	9,188 $1.56 Million
Q1 2023 May 15, 2023	BUY	$128.39 - $156.16 $2,567 - $3,123	20 Added 0.22%	9,158 $1.37 Million
Q4 2022 Feb 14, 2023	SELL	$126.26 - $147.57 $365,522 - $427,215	-2,895 Reduced 24.06%	9,138 $1.18 Million
Q3 2022 Nov 14, 2022	BUY	$140.01 - $172.97 $3,500 - $4,324	25 Added 0.21%	12,033 $1.71 Million
Q2 2022 Aug 11, 2022	BUY	$134.63 - $189.39 $41,735 - $58,710	310 Added 2.65%	12,008 $1.65 Million
Q1 2022 Apr 29, 2022	SELL	$163.19 - $210.31 $95,466 - $123,031	-585 Reduced 4.76%	11,698 $2.16 Million
Q4 2021 Feb 07, 2022	BUY	$179.37 - $211.42 $20,448 - $24,101	114 Added 0.94%	12,283 $2.51 Million
Q3 2021 Nov 04, 2021	BUY	$175.93 - $185.89 $238,385 - $251,880	1,355 Added 12.53%	12,169 $2.18 Million
Q2 2021 Jul 30, 2021	SELL	$166.65 - $179.87 $32,496 - $35,074	-195 Reduced 1.77%	10,814 $1.93 Million
Q1 2021 May 07, 2021	SELL	$155.83 - $173.21 $875,764 - $973,440	-5,620 Reduced 33.8%	11,009 $1.85 Million
Q4 2020 Feb 08, 2021	BUY	$142.97 - $160.78 $74,344 - $83,605	520 Added 3.23%	16,629 $2.67 Million
Q3 2020 Oct 26, 2020	BUY	$129.0 - $153.76 $49,665 - $59,197	385 Added 2.45%	16,109 $2.37 Million
Q2 2020 Jul 23, 2020	SELL	$92.41 - $133.25 $478,683 - $690,235	-5,180 Reduced 24.78%	15,724 $2.01 Million
Q1 2020 May 07, 2020	BUY	$87.45 - $132.32 $87,712 - $132,716	1,003 Added 5.04%	20,904 $2.05 Million
Q4 2019 Jan 28, 2020	BUY	$117.45 - $126.06 $39,345 - $42,230	335 Added 1.71%	19,901 $2.5 Million
Q3 2019 Nov 13, 2019	SELL	$119.52 - $123.67 $57,967 - $59,979	-485 Reduced 2.42%	19,566 $2.36 Million
Q2 2019 Aug 14, 2019	BUY	N/A	460 Added 2.35%	20,051 $2.39 Million
Q1 2019 Apr 29, 2019	BUY	N/A	50 Added 0.26%	19,591 $2.23 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-304,572 Reduced 93.97%	19,541 $1.94 Million
Q3 2018 Nov 14, 2018	BUY	N/A	295,950 Added 1050.85%	324,113 $23.2 Million
Q2 2018 Jul 30, 2018	BUY	N/A	1,165 Added 4.32%	28,163 $3.08 Million
Q1 2018 May 04, 2018	BUY	N/A	3,890 Added 16.83%	26,998 $0
Q4 2017 Feb 14, 2018	SELL	N/A	-1,188 Reduced 4.89%	23,108 $0
Q3 2017 Nov 14, 2017	BUY	N/A	24,296	24,296 $0

Others Institutions Holding XLY

# of Institutions

1,438

Shares Held

81.8M

Call Options Held

7.77M

Put Options Held

17.6M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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Choate Investment Advisors Select Sector Spdr Consumer Di Transaction History