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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.38M	Sell	11,761 -595	-5%	-$69.5K	0.02%	277
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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Crestwood Advisors Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.8% in Q2 2026, selling an estimated $69.5K and leaving 11,761 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #277.

Crestwood Advisors Group first reported a position in XLY in Q1 2017 and has held it in 16 quarters since. The position peaked at $11.3M in Q2 2018. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Crestwood Advisors Group held 11,761 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.38M as of Q2 2026.
Crestwood Advisors Group sold 595 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $69.5K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #277 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 16 quarters since.
Crestwood Advisors Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $11.3M in Q2 2018.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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