Crestwood Advisors Group LLC Consumer Staples Sector Spdr Transaction History

Crestwood Advisors Group LLC

  • $5.07 Billion
  • Q1 2025

A detailed history of Crestwood Advisors Group LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 11,582 shares of XLP stock, worth $880,695. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,582
Previous 10,270 12.78%
Holding current value
$880,695
Previous $780,000 12.82%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
N/A
1,312 Added 12.78%
11,582 $880,000
Q4 2024

Feb 04, 2025
BUY
N/A
936 Added 10.03%
10,270 $780,000
Q3 2024

Oct 30, 2024
BUY
$76.04 - $76.04 $1,520 - $1,520
20 Added 0.21%
9,334 $709,000
Q2 2024

Aug 01, 2024
SELL
$73.08 - $78.4 $6,723 - $7,212
-92 Reduced 0.98%
9,314 $713,000
Q1 2024

May 08, 2024
SELL
$71.59 - $76.36 $8,232 - $8,781
-115 Reduced 1.21%
9,406 $718,000
Q4 2023

Jan 29, 2024
BUY
$66.22 - $72.3 $13,508 - $14,749
204 Added 2.19%
9,521 $685,000
Q3 2023

Nov 15, 2023
BUY
$68.8 - $76.1 $641,009 - $709,023
9,317 New
9,317 $641,000

Others Institutions Holding XLP

# of Institutions
1,386
Shares Held
175M
Call Options Held
10.4M
Put Options Held
14.2M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Crestwood Advisors Group LLC Portfolio

Follow Crestwood Advisors Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email