Crestwood Advisors Group’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Buy |
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|
2025
Q1 | $3.21M | Buy |
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|
2024
Q4 | $3.56M | Buy |
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|
2024
Q3 | $3.17M | Sell |
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|
2024
Q2 | $3.57M | Buy |
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|
2024
Q1 | $2.94M | Buy |
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|
2023
Q4 | $2.52M | Buy |
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|
2023
Q3 | $2.12M | Buy |
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|
2023
Q2 | $736K | Buy |
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|
2023
Q1 | $629K | Buy |
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|
2022
Q4 | $378K | Sell |
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|
2022
Q3 | $511K | Sell |
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|
2022
Q2 | $553K | Sell |
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|
2022
Q1 | $762K | Sell |
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|
2021
Q4 | $847K | Buy |
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|
2021
Q3 | $716K | Buy |
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|
2021
Q2 | $691K | Sell |
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|
2021
Q1 | $638K | Buy |
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|
2020
Q4 | $612K | Sell |
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|
2020
Q3 | $662K | Sell |
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|
2020
Q2 | $599K | Sell |
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|
2020
Q1 | $502K | Sell |
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|
2019
Q4 | $978K | Sell |
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|
2019
Q3 | $886K | Sell |
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|
2019
Q2 | $859K | Buy |
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|
2019
Q1 | $222K | Buy |
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