A detailed history of Crestwood Advisors Group LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 11,637 shares of XLI stock, worth $1.57 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,637
Previous 9,008 29.19%
Holding current value
$1.57 Million
Previous $1.22 Million 25.66%
% of portfolio
0.03%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025

BUY
$131.76 - $143.99 $346,397 - $378,549
2,629 Added 29.19%
11,637 $1.53 Million
Q3 2024

Oct 30, 2024

SELL
$120.56 - $135.44 $6,269 - $7,042
-52 Reduced 0.57%
9,008 $1.22 Million
Q2 2024

Aug 01, 2024

SELL
$120.47 - $125.94 $3,373 - $3,526
-28 Reduced 0.31%
9,060 $1.1 Million
Q1 2024

May 08, 2024

SELL
$110.23 - $125.96 $25,352 - $28,970
-230 Reduced 2.47%
9,088 $1.14 Million
Q4 2023

Jan 29, 2024

SELL
$96.44 - $114.13 $30,860 - $36,521
-320 Reduced 3.32%
9,318 $1.06 Million
Q3 2023

Nov 15, 2023

BUY
$100.74 - $110.75 $970,932 - $1.07 Million
9,638 New
9,638 $977,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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