Crestwood Advisors Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.35M Sell
12,356
-516
-4% -$60.3K 0.02% 272
2025
Q4
$1.54M Sell
12,872
-304
-2% -$36K 0.03% 238
2025
Q3
$1.58M Buy
13,176
+310
+2% +$35.5K 0.03% 237
2025
Q2
$1.4M Sell
12,866
-62
-0.5% -$6.34K 0.03% 244
2025
Q1
$1.28M Sell
12,928
-508
-4% -$55.1K 0.02% 250
2024
Q4
$1.51M Buy
13,436
+180
+1% +$19.3K 0.03% 212
2024
Q3
$1.33M Sell
13,256
-54
-0.4% -$5.05K 0.03% 209
2024
Q2
$1.21M Sell
13,310
-230
-2% -$20.4K 0.03% 207
2024
Q1
$1.24M Buy
13,540
+480
+4% +$42.7K 0.03% 203
2023
Q4
$1.17M Buy
13,060
+1,540
+13% +$128K 0.03% 202
2023
Q3
$927K Buy
+11,520
New +$974K 0.02% 204
2023
Q1
Sell
-3,842
Closed -$248K 274
2022
Q4
$248K Buy
+3,842
New +$268K 0.01% 238
2018
Q3
Sell
-201,230
Closed -$11.3M 180
2018
Q2
$11.3M Sell
201,230
-20,414
-9% -$1.08M 0.82% 47
2018
Q1
$11.2M Buy
+221,644
New +$11.6M 0.88% 47
2017
Q2
Sell
-140
Closed -$6K 442
2017
Q1
$6K Buy
+140
New +$6K ﹤0.01% 471

Other funds holding XLY

Crestwood Advisors Group's XLY Position: Q1 2026 in Review

Crestwood Advisors Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4% in Q1 2026, selling an estimated $60.3K and leaving 12,356 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #272.

Crestwood Advisors Group first reported a position in XLY in Q1 2017 and has held it in 15 quarters since. The position peaked at $11.3M in Q2 2018. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Crestwood Advisors Group held 12,356 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.35M as of Q1 2026.
  • Crestwood Advisors Group sold 516 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $60.3K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Crestwood Advisors Group's portfolio in Q1 2026, its #272 holding.
  • Crestwood Advisors Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2017 and has held it in 15 quarters since.
  • Crestwood Advisors Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $11.3M in Q2 2018.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.