Crestwood Advisors Group LLC Energy Sector Spdr Transaction History

Crestwood Advisors Group LLC

  • $5.73 Billion
  • Q3 2025

A detailed history of Crestwood Advisors Group LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 64,986 shares of XLE stock, worth $5.98 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
64,986
Previous 212,088 69.36%
Holding current value
$5.98 Million
Previous $18 Million 67.73%
% of portfolio
0.1%
Previous 0.33%

Shares

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

Nov 07, 2025
SELL
$84.25 - $91.99 $12.4 Million - $13.5 Million
-147,102 Reduced 69.36%
64,986 $5.81 Million
Q2 2025

Aug 05, 2025
SELL
$76.44 - $94.13 $6.43 Million - $7.92 Million
-84,120 Reduced 28.4%
212,088 $18 Million
Q1 2025

May 05, 2025
SELL
$85.7 - $93.96 $1.19 Million - $1.3 Million
-13,849 Reduced 4.47%
296,208 $27.7 Million
Q4 2024

Feb 04, 2025
SELL
$83.32 - $97.27 $1.1 Million - $1.28 Million
-13,201 Reduced 4.08%
310,057 $26.6 Million
Q3 2024

Oct 30, 2024
SELL
$84.35 - $93.39 $30,534 - $33,807
-362 Reduced 0.11%
323,258 $28.4 Million
Q2 2024

Aug 01, 2024
BUY
$88.04 - $98.08 $2.36 Million - $2.63 Million
26,849 Added 9.05%
323,620 $29.5 Million
Q1 2024

May 08, 2024
BUY
$79.91 - $94.41 $1.36 Million - $1.61 Million
17,005 Added 6.08%
296,771 $28 Million
Q4 2023

Jan 29, 2024
BUY
$81.2 - $91.96 $251,395 - $284,708
3,096 Added 1.12%
279,766 $23.5 Million
Q3 2023

Nov 15, 2023
BUY
$79.09 - $93.36 $809,011 - $954,979
10,229 Added 3.84%
276,670 $25 Million
Q2 2023

Aug 15, 2023
BUY
$76.59 - $87.23 $1.45 Million - $1.66 Million
18,990 Added 7.67%
266,441 $21.6 Million
Q1 2023

May 12, 2023
BUY
$76.97 - $93.11 $19 Million - $23 Million
247,451 New
247,451 $20.5 Million
Q1 2020

May 15, 2020
SELL
$23.57 - $60.87 $1.03 Million - $2.65 Million
-43,557 Closed
0 $0
Q4 2019

Feb 12, 2020
BUY
$55.9 - $61.99 $2.03 Million - $2.25 Million
36,327 Added 502.45%
43,557 $2.62 Million
Q3 2019

Nov 13, 2019
SELL
$59.2 - $63.13 $14,800 - $15,782
-250 Reduced 3.34%
7,230 $428,000
Q2 2019

Aug 14, 2019
SELL
N/A
-5,120 Reduced 40.63%
7,480 $477,000
Q1 2019

May 09, 2019
SELL
N/A
-3,875 Reduced 23.52%
12,600 $833,000
Q4 2018

Feb 14, 2019
BUY
N/A
16,475 New
16,475 $945,000

Others Institutions Holding XLE

# of Institutions
2,122
Shares Held
209M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

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