Crestwood Advisors Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Crestwood Advisors Group’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.57M	Sell	29,311 -2,720	-8%	-$141K	0.02%	264
2026 Q1	$1.58M	Buy	32,031 +241	+0.8%	+$12.6K	0.03%	247
2025 Q4	$1.74M	Sell	31,790 -236	-0.7%	-$12.6K	0.03%	225
2025 Q3	$1.73M	Sell	32,026 -3,305	-9%	-$175K	0.03%	226
2025 Q2	$1.85M	Sell	35,331 -33	-0.1%	-$1.63K	0.03%	216
2025 Q1	$1.76M	Sell	35,364 -2,823	-7%	-$142K	0.03%	212
2024 Q4	$1.85M	Buy	38,187 +596	+2%	+$28.8K	0.03%	196
2024 Q3	$1.7M	Buy	37,591 +281	+0.8%	+$12.3K	0.03%	200
2024 Q2	$1.53M	Sell	37,310 -2,960	-7%	-$122K	0.03%	195
2024 Q1	$1.7M	Sell	40,270 -5,916	-13%	-$234K	0.04%	186
2023 Q4	$1.74M	Buy	46,186 +3,328	+8%	+$115K	0.04%	170
2023 Q3	$1.42M	Buy	42,858 +36,457	+570%	+$1.26M	0.04%	173
2023 Q2	$216K	Buy	+6,401	New	+$209K	0.01%	241
2022 Q3	–	Sell	-6,580	Closed	-$207K	–	279
2022 Q2	$207K	Sell	6,580 -1,109	-14%	-$38.3K	0.01%	247
2022 Q1	$295K	Sell	7,689 -272	-3%	-$10.6K	0.01%	243
2021 Q4	$311K	Buy	7,961 +2,071	+35%	+$81.4K	0.01%	248
2021 Q3	$221K	Hold	5,890	–	–	0.01%	256
2021 Q2	$216K	Sell	5,890 -3,543	-38%	-$130K	0.01%	256
2021 Q1	$321K	Buy	9,433 +399	+4%	+$12.8K	0.01%	214
2020 Q4	$266K	Buy	9,034 +61	+0.7%	+$1.63K	0.01%	231
2020 Q3	$216K	Hold	8,973	–	–	0.01%	222
2020 Q2	$208K	Sell	8,973 -10,927	-55%	-$248K	0.01%	221
2020 Q1	$414K	Sell	19,900 -13,039	-40%	-$359K	0.02%	163
2019 Q4	$1.01M	Sell	32,939 -637	-2%	-$18.7K	0.04%	135
2019 Q3	$940K	Sell	33,576 -194	-0.6%	-$5.36K	0.04%	133
2019 Q2	$932K	Buy	33,770 +17,574	+109%	+$476K	0.04%	134
2019 Q1	$416K	Sell	16,196 -7,764	-32%	-$200K	0.03%	120
2018 Q4	$571K	Buy	23,960 +14,756	+160%	+$383K	0.05%	99
2018 Q3	$254K	Hold	9,204	–	–	0.02%	145
2018 Q2	$255K	Hold	9,204	–	–	0.02%	146
2018 Q1	$254K	Buy	9,204 +249	+3%	+$7.17K	0.02%	145
2017 Q4	$250K	Buy	+8,955	New	+$241K	0.02%	154

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Crestwood Advisors Group's XLF Position: Q2 2026 in Review

Crestwood Advisors Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.5% in Q2 2026, selling an estimated $141K and leaving 29,311 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #264.

Crestwood Advisors Group first reported a position in XLF in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.85M in Q2 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Crestwood Advisors Group held 29,311 shares of State Street Financial Select Sector SPDR ETF worth $1.57M as of Q2 2026.
Crestwood Advisors Group sold 2,720 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $141K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #264 holding.
Crestwood Advisors Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 32 quarters since.
Crestwood Advisors Group's State Street Financial Select Sector SPDR ETF position peaked at $1.85M in Q2 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.