Crestwood Advisors Group’s Industrial Select Sector SPDR Fund XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.6M	Sell
2025 Q1	$1.49M	Sell
2024 Q4	$1.53M	Buy
2024 Q3	$1.22M	Sell
2024 Q2	$1.1M	Sell
2024 Q1	$1.14M	Sell
2023 Q4	$1.06M	Sell
2023 Q3	$977K	Buy