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XLI icon

Crestwood Advisors Group’s State Street Industrial Select Sector SPDR ETF 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
2026
Q2 		$3.47M Sell
18,733
-925
-5% -$161K 0.05% 182
2026
Q1 		$3.18M Buy
19,658
+9,926
+102% +$1.67M 0.05% 183
2025
Q4 		$1.51M Sell
9,732
-465
-5% -$71.5K 0.03% 240
2025
Q3 		$1.57M Sell
10,197
-638
-6% -$96.7K 0.03% 238
2025
Q2 		$1.6M Sell
10,835
-561
-5% -$76.5K 0.03% 233
2025
Q1 		$1.49M Sell
11,396
-241
-2% -$32.6K 0.03% 225
2024
Q4 		$1.53M Buy
11,637
+2,629
+29% +$362K 0.03% 211
2024
Q3 		$1.22M Sell
9,008
-52
-0.6% -$6.61K 0.02% 217
2024
Q2 		$1.1M Sell
9,060
-28
-0.3% -$3.45K 0.02% 212
2024
Q1 		$1.14M Sell
9,088
-230
-2% -$27.1K 0.03% 207
2023
Q4 		$1.06M Sell
9,318
-320
-3% -$33.6K 0.02% 207
2023
Q3 		$977K Buy
+9,638
New +$1.03M 0.03% 197

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Crestwood Advisors Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.7% in Q2 2026, selling an estimated $161K and leaving 18,733 shares worth $3.47M. The position accounts for 0.05% of the portfolio, ranked #182.

Crestwood Advisors Group first reported a position in XLI in Q3 2023 and has held it in 12 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Crestwood Advisors Group held 18,733 shares of State Street Industrial Select Sector SPDR ETF worth $3.47M as of Q2 2026.
  • Crestwood Advisors Group sold 925 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $161K.
  • State Street Industrial Select Sector SPDR ETF made up 0.05% of Crestwood Advisors Group's portfolio in Q2 2026, its #182 holding.
  • Crestwood Advisors Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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