Crestwood Advisors Group’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.51M | Buy |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $927K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $248K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $11.3M | Sell |
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|
2018
Q1 | $11.2M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $6K | Buy |
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