Crestwood Advisors Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$260K	Sell
2025 Q2	$337K	Buy
2025 Q1	$318K	Sell
2024 Q4	$335K	Buy
2024 Q3	$337K	Sell
2024 Q2	$291K	Sell
2024 Q1	$298K	Sell
2023 Q4	$326K	Sell
2023 Q3	$416K	Buy