Crestwood Advisors Group LLC Consumer Staples Sector Spdr Transaction History

Crestwood Advisors Group LLC

$5.4 Billion
Q2 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 11,619 shares of XLP stock, worth $883,508. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,619

Previous 11,582 0.32%

Holding current value

$883,508

Previous $880,000 0.34%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	N/A	37 Added 0.32%	11,619 $883,000
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

1,402

Shares Held

184M

Call Options Held

7.22M

Put Options Held

11.7M

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About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

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Crestwood Advisors Group LLC Consumer Staples Sector Spdr Transaction History