Crestwood Advisors Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.82M Sell
82,109
-573
-0.7% -$47.9K 0.1% 133
2026
Q1
$6.78M Buy
82,682
+73,485
+799% +$6.19M 0.11% 127
2025
Q4
$714K Sell
9,197
-846
-8% -$66K 0.01% 326
2025
Q3
$787K Sell
10,043
-1,576
-14% -$127K 0.01% 308
2025
Q2
$941K Buy
11,619
+37
+0.3% +$3K 0.02% 286
2025
Q1
$946K Buy
11,582
+1,312
+13% +$105K 0.02% 281
2024
Q4
$807K Buy
10,270
+936
+10% +$76K 0.02% 257
2024
Q3
$775K Buy
9,334
+20
+0.2% +$1.61K 0.01% 251
2024
Q2
$713K Sell
9,314
-92
-1% -$7.02K 0.01% 249
2024
Q1
$718K Sell
9,406
-115
-1% -$8.5K 0.02% 240
2023
Q4
$686K Buy
9,521
+204
+2% +$14.1K 0.02% 239
2023
Q3
$641K Buy
+9,317
New +$682K 0.02% 230
2017
Q2
Sell
-110
Closed -$6K 439
2017
Q1
$6K Buy
+110
New +$5.91K ﹤0.01% 470

Other funds holding XLP

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

Crestwood Advisors Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.69% in Q2 2026, selling an estimated $47.9K and leaving 82,109 shares worth $6.82M. The position accounts for 0.1% of the portfolio, ranked #133.

Crestwood Advisors Group first reported a position in XLP in Q1 2017 and has held it in 13 quarters since. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Crestwood Advisors Group held 82,109 shares of State Street Consumer Staples Select Sector SPDR ETF worth $6.82M as of Q2 2026.
  • Crestwood Advisors Group sold 573 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $47.9K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.1% of Crestwood Advisors Group's portfolio in Q2 2026, its #133 holding.
  • Crestwood Advisors Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2017 and has held it in 13 quarters since.
  • 1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

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