Crestwood Advisors Group LLC Spdr Portfolio Transaction History

Crestwood Advisors Group LLC

  • $5.73 Billion
  • Q3 2025

A detailed history of Crestwood Advisors Group LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 52,811 shares of SPMD stock, worth $2.97 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
52,811
Previous 51,634 2.28%
Holding current value
$2.97 Million
Previous $2.81 Million 7.59%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$54.43 - $58.29 $64,064 - $68,607
1,177 Added 2.28%
52,811 $3.02 Million
Q2 2025

Aug 05, 2025
SELL
$44.89 - $54.38 $730,898 - $885,415
-16,282 Reduced 23.97%
51,634 $2.81 Million
Q1 2025

May 05, 2025
BUY
$50.21 - $57.73 $3.41 Million - $3.92 Million
67,916 New
67,916 $3.48 Million

Others Institutions Holding SPMD

# of Institutions
802
Shares Held
230M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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