Crestwood Advisors Group’s State Street Utilities Select Sector SPDR ETF 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
2026 Q2	–	Sell	-5,652	Closed	-$259K	–	916
2026 Q1	$259K	Sell	5,652 -200	-3%	-$8.97K	﹤0.01%	645
2025 Q4	$250K	Sell	5,852 -106	-2%	-$4.69K	﹤0.01%	584
2025 Q3	$260K	Sell	5,958 -2,300	-28%	-$97.3K	﹤0.01%	494
2025 Q2	$337K	Buy	8,258 +202	+3%	+$8.05K	0.01%	416
2025 Q1	$318K	Sell	8,056 -804	-9%	-$31.4K	0.01%	414
2024 Q4	$335K	Buy	8,860 +518	+6%	+$20.6K	0.01%	368
2024 Q3	$337K	Sell	8,342 -200	-2%	-$7.42K	0.01%	351
2024 Q2	$291K	Sell	8,542 -550	-6%	-$18.9K	0.01%	355
2024 Q1	$298K	Sell	9,092 -1,216	-12%	-$38K	0.01%	358
2023 Q4	$326K	Sell	10,308 -3,798	-27%	-$116K	0.01%	320
2023 Q3	$416K	Buy	+14,106	New	+$455K	0.01%	259

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Crestwood Advisors Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 5,652 shares — an estimated $259K sold.

Crestwood Advisors Group first reported a position in XLU in Q3 2023 and held it in 11 quarters. The position peaked at $416K in Q3 2023. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Crestwood Advisors Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Crestwood Advisors Group sold 5,652 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $259K.
Crestwood Advisors Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and held it in 11 quarters.
Crestwood Advisors Group's State Street Utilities Select Sector SPDR ETF position peaked at $416K in Q3 2023.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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