Crestwood Advisors Group’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18M | Sell |
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|
2025
Q1 | $27.7M | Sell |
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|
2024
Q4 | $26.6M | Sell |
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|
2024
Q3 | $28.4M | Sell |
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|
2024
Q2 | $29.5M | Buy |
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|
2024
Q1 | $28M | Buy |
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|
2023
Q4 | $23.5M | Buy |
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|
2023
Q3 | $25M | Buy |
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|
2023
Q2 | $21.6M | Buy |
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|
2023
Q1 | $20.5M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.62M | Buy |
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|
2019
Q3 | $428K | Sell |
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|
2019
Q2 | $477K | Sell |
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|
2019
Q1 | $833K | Sell |
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|
2018
Q4 | $945K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $898K | Buy |
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|
2015
Q3 | $335K | Sell |
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|
2015
Q2 | $524K | Sell |
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|
2015
Q1 | $930K | Sell |
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|
2014
Q4 | $1.19M | Buy |
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