Crestwood Advisors Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.49M	Sell	28,790 -2,794	-9%	-$477K	0.08%	145
2026 Q1	$4.2M	Sell	31,584 -132	-0.4%	-$18.6K	0.07%	156
2025 Q4	$4.57M	Buy	31,716 +380	+1%	+$54.9K	0.08%	143
2025 Q3	$4.42M	Sell	31,336 -1,192	-4%	-$158K	0.08%	141
2025 Q2	$4.12M	Buy	32,528 +1,426	+5%	+$158K	0.07%	148
2025 Q1	$3.21M	Buy	31,102 +482	+2%	+$54.6K	0.06%	166
2024 Q4	$3.56M	Buy	30,620 +2,572	+9%	+$299K	0.07%	144
2024 Q3	$3.17M	Sell	28,048 -3,532	-11%	-$388K	0.06%	151
2024 Q2	$3.57M	Buy	31,580 +3,368	+12%	+$355K	0.07%	141
2024 Q1	$2.94M	Buy	28,212 +2,050	+8%	+$207K	0.06%	144
2023 Q4	$2.52M	Buy	26,162 +270	+1%	+$24K	0.06%	152
2023 Q3	$2.12M	Buy	25,892 +17,422	+206%	+$1.49M	0.06%	149
2023 Q2	$736K	Buy	8,470 +138	+2%	+$10.9K	0.02%	159
2023 Q1	$629K	Buy	8,332 +2,252	+37%	+$155K	0.02%	170
2022 Q4	$378K	Sell	6,080 -2,520	-29%	-$160K	0.01%	208
2022 Q3	$511K	Sell	8,600 -100	-1%	-$6.82K	0.02%	191
2022 Q2	$553K	Sell	8,700 -894	-9%	-$62.3K	0.02%	185
2022 Q1	$762K	Sell	9,594 -148	-2%	-$11.6K	0.02%	180
2021 Q4	$847K	Buy	9,742 +150	+2%	+$12.4K	0.02%	175
2021 Q3	$716K	Buy	9,592 +228	+2%	+$17.6K	0.02%	173
2021 Q2	$691K	Sell	9,364 -240	-2%	-$16.8K	0.02%	178
2021 Q1	$638K	Buy	9,604 +188	+2%	+$12.4K	0.02%	180
2020 Q4	$612K	Sell	9,416 -1,928	-17%	-$117K	0.02%	177
2020 Q3	$662K	Sell	11,344 -126	-1%	-$7.12K	0.02%	148
2020 Q2	$599K	Sell	11,470 -1,010	-8%	-$47.5K	0.02%	150
2020 Q1	$502K	Sell	12,480 -8,860	-42%	-$404K	0.02%	152
2019 Q4	$978K	Sell	21,340 -664	-3%	-$28.4K	0.04%	137
2019 Q3	$886K	Sell	22,004 -20	-0.1%	-$800	0.04%	136
2019 Q2	$859K	Buy	22,024 +16,024	+267%	+$611K	0.04%	135
2019 Q1	$222K	Buy	+6,000	New	+$205K	0.02%	156

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Crestwood Advisors Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.8% in Q2 2026, selling an estimated $477K and leaving 28,790 shares worth $5.49M. The position accounts for 0.08% of the portfolio, ranked #145.

Crestwood Advisors Group first reported a position in XLK in Q1 2019 and has held it in 30 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Crestwood Advisors Group held 28,790 shares of State Street Technology Select Sector SPDR ETF worth $5.49M as of Q2 2026.
Crestwood Advisors Group sold 2,794 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $477K.
State Street Technology Select Sector SPDR ETF made up 0.08% of Crestwood Advisors Group's portfolio in Q2 2026, its #145 holding.
Crestwood Advisors Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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