Crestwood Advisors Group LLC Financial Sector Spdr Transaction History

Crestwood Advisors Group LLC

  • $5.07 Billion
  • Q3 2024

A detailed history of Crestwood Advisors Group LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 37,591 shares of XLF stock, worth $1.84 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
37,591
Previous 37,310 0.75%
Holding current value
$1.84 Million
Previous $1.53 Million 11.09%
% of portfolio
0.03%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$40.84 - $45.74 $11,476 - $12,852
281 Added 0.75%
37,591 $1.7 Million
Q2 2024

Aug 01, 2024
SELL
$39.59 - $42.49 $117,186 - $125,770
-2,960 Reduced 7.35%
37,310 $1.53 Million
Q1 2024

May 08, 2024
SELL
$37.27 - $42.12 $220,489 - $249,181
-5,916 Reduced 12.81%
40,270 $1.7 Million
Q4 2023

Jan 29, 2024
BUY
$31.45 - $37.72 $104,665 - $125,532
3,328 Added 7.77%
46,186 $1.74 Million
Q3 2023

Nov 15, 2023
BUY
$33.17 - $35.6 $1.21 Million - $1.3 Million
36,457 Added 569.55%
42,858 $1.42 Million
Q2 2023

Aug 15, 2023
BUY
$31.55 - $33.71 $201,951 - $215,777
6,401 New
6,401 $215,000
Q2 2022

Jul 07, 2022
SELL
$30.84 - $38.22 $34,201 - $42,385
-1,109 Reduced 14.42%
6,580 $207,000
Q1 2022

Apr 12, 2022
SELL
$35.66 - $41.42 $9,699 - $11,266
-272 Reduced 3.42%
7,689 $295,000
Q4 2021

Feb 15, 2022
BUY
$37.54 - $40.62 $77,745 - $84,124
2,071 Added 35.16%
7,961 $311,000
Q2 2021

Aug 13, 2021
SELL
$34.47 - $38.47 $122,127 - $136,299
-3,543 Reduced 37.56%
5,890 $216,000
Q1 2021

Apr 21, 2021
BUY
$28.95 - $34.77 $11,551 - $13,873
399 Added 4.42%
9,433 $0
Q4 2020

Feb 09, 2021
BUY
$23.61 - $29.48 $1,440 - $1,798
61 Added 0.68%
9,034 $266,000
Q2 2020

Aug 14, 2020
SELL
$19.55 - $26.74 $213,622 - $292,187
-10,927 Reduced 54.91%
8,973 $0
Q1 2020

May 15, 2020
SELL
$17.66 - $31.17 $230,268 - $406,425
-13,039 Reduced 39.59%
19,900 $414,000
Q4 2019

Feb 12, 2020
SELL
$26.78 - $30.94 $17,058 - $19,708
-637 Reduced 1.9%
32,939 $1.01 Million
Q3 2019

Nov 13, 2019
SELL
$27.86 - $28.52 $5,404 - $5,532
-194 Reduced 0.57%
33,576 $940,000
Q2 2019

Aug 14, 2019
BUY
N/A
17,574 Added 108.51%
33,770 $932,000
Q1 2019

May 09, 2019
SELL
N/A
-7,764 Reduced 32.4%
16,196 $416,000
Q4 2018

Feb 14, 2019
BUY
N/A
14,756 Added 160.32%
23,960 $571,000
Q1 2018

May 14, 2018
BUY
N/A
249 Added 2.78%
9,204 $254,000
Q4 2017

Jan 11, 2018
BUY
N/A
8,955
8,955 $250,000

Others Institutions Holding XLF

# of Institutions
1,839
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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