Crestwood Advisors Group LLC Utilities Sector Spdr Transaction History

Crestwood Advisors Group LLC

  • $5.07 Billion
  • Q3 2024

A detailed history of Crestwood Advisors Group LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 4,171 shares of XLU stock, worth $318,706. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,171
Previous 4,271 2.34%
Holding current value
$318,706
Previous $291,000 15.46%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024
SELL
$67.67 - $80.78 $6,767 - $8,078
-100 Reduced 2.34%
4,171 $336,000
Q2 2024

Aug 01, 2024
SELL
$62.77 - $72.87 $17,261 - $20,039
-275 Reduced 6.05%
4,271 $291,000
Q1 2024

May 08, 2024
SELL
$59.95 - $65.65 $36,449 - $39,915
-608 Reduced 11.8%
4,546 $298,000
Q4 2023

Jan 29, 2024
SELL
$56.19 - $65.96 $106,704 - $125,258
-1,899 Reduced 26.92%
5,154 $326,000
Q3 2023

Nov 15, 2023
BUY
$58.83 - $68.46 $414,927 - $482,848
7,053 New
7,053 $415,000

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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