Crestwood Advisors Group’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$787K	Sell
2025 Q2	$941K	Buy
2025 Q1	$946K	Buy
2024 Q4	$807K	Buy
2024 Q3	$775K	Buy
2024 Q2	$713K	Sell
2024 Q1	$718K	Sell
2023 Q4	$686K	Buy
2023 Q3	$641K	Buy
2017 Q2	–	Sell
2017 Q1	$6K	Buy