Choate Investment Advisors Last Quarter Change: USA ETF, Sold Out

Choate Investment Advisors quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Choate Investment Advisors opened 34 positions, added to 31, reduced 20, sold out of 24 and left 39 unchanged. The largest increase in value was IVV (+$239,633,562); the largest decrease was SPYX (-$126,094,346).

SPYX: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 2,377,793; Shares 2026-06-30 0.
BILS: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 67,021; Shares 2026-06-30 0.
USMV: Country of operation —; Class MSCI USA MIN VOL; Shares 2026-03-31 65,915; Shares 2026-06-30 0.
XLV: Country of operation —; Class STATE STREET HEA; Shares 2026-03-31 32,107; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1399794): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2026-03-31	Share change	Value 2026-03-31	Value 2026-06-30	Value change
SPYX SPDR SERIES TRUST		STATE STREET SPD	2,377,793	-2,377,793	$126,094,346	$0	-$126,094,346
BILS SPDR SERIES TRUST		STATE STREET SPD	67,021	-67,021	$6,664,568	$0	-$6,664,568
USMV ISHARES TR		MSCI USA MIN VOL	65,915	-65,915	$6,112,928	$0	-$6,112,928
XLV SELECT SECTOR SPDR TR		STATE STREET HEA	32,107	-32,107	$4,707,207	$0	-$4,707,207
XLI SELECT SECTOR SPDR TR		STATE STREET IND	23,890	-23,890	$3,863,730	$0	-$3,863,730
SGOV ISHARES TR		0-3 MNTH TREASRY	26,069	-26,069	$2,624,106	$0	-$2,624,106
XLU SELECT SECTOR SPDR TR		STATE STREET UTI	48,240	-48,240	$2,213,734	$0	-$2,213,734
XHB SPDR SERIES TRUST		STATE STREET SPD	19,499	-19,499	$1,924,927	$0	-$1,924,927
XBI SPDR SERIES TRUST		STATE STREET SPD	12,471	-12,471	$1,592,963	$0	-$1,592,963
XLK SELECT SECTOR SPDR TR		STATE STREET TEC	9,706	-9,706	$1,289,927	$0	-$1,289,927
XLP SELECT SECTOR SPDR TR		STATE STREET CON	15,420	-15,420	$1,264,132	$0	-$1,264,132
BIL SPDR SERIES TRUST		STATE STREET SPD	9,541	-9,541	$874,337	$0	-$874,337
XLC SELECT SECTOR SPDR TR		STATE STREET COM	5,177	-5,177	$573,922	$0	-$573,922
XLF SELECT SECTOR SPDR TR		STATE STREET FIN	9,817	-9,817	$484,665	$0	-$484,665
XLY SELECT SECTOR SPDR TR		STATE STREET CON	4,000	-4,000	$435,920	$0	-$435,920
XLE SELECT SECTOR SPDR TR		STATE STREET ENE	6,079	-6,079	$372,400	$0	-$372,400
EFAX SPDR INDEX SHS FDS		STATE STREET SPD	7,378	-7,378	$367,174	$0	-$367,174
SJNK SPDR SERIES TRUST		STATE STREET SPD	13,880	-13,880	$346,722	$0	-$346,722
RGEF TIDAL TRUST III		ROCKEFELLER GLOB	9,990	-9,990	$300,224	$0	-$300,224
SPYG SPDR SERIES TRUST		STATE STREET SPD	3,033	-3,033	$296,961	$0	-$296,961
XME SPDR SERIES TRUST		STATE STREET SPD	2,646	-2,646	$285,794	$0	-$285,794
SPYV SPDR SERIES TRUST		STATE STREET SPD	4,454	-4,454	$252,007	$0	-$252,007
XAR SPDR SERIES TRUST		STATE STREET SPD	847	-847	$215,121	$0	-$215,121
SIVR ABRDN SILVER ETF TRUST	United States	PHYSCL SILVR SHS	2,979	-2,979	$213,326	$0	-$213,326

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