Crestwood Advisors Group LLC Industrial Sector Spdr Transaction History

Crestwood Advisors Group LLC

  • $5.73 Billion
  • Q3 2025

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 10,197 shares of XLI stock, worth $1.55 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,197
Previous 10,835 5.89%
Holding current value
$1.55 Million
Previous $1.6 Million 1.63%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 07, 2025
SELL
$147.94 - $154.99 $94,385 - $98,883
-638 Reduced 5.89%
10,197 $1.57 Million
Q2 2025

Aug 05, 2025
SELL
$116.42 - $147.52 $65,311 - $82,758
-561 Reduced 4.92%
10,835 $1.6 Million
Q1 2025

May 05, 2025
SELL
$128.78 - $141.67 $31,035 - $34,142
-241 Reduced 2.07%
11,396 $1.49 Million
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

# of Institutions
1,655
Shares Held
141M
Call Options Held
36.2M
Put Options Held
33.3M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Crestwood Advisors Group LLC Portfolio

Follow Crestwood Advisors Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email