Crestwood Advisors Group LLC Consumer Staples Sector Spdr Transaction History

Crestwood Advisors Group LLC

$5.73 Billion
Q3 2025

A detailed history of Crestwood Advisors Group LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 10,043 shares of XLP stock, worth $763,669. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,043

Previous 11,619 13.56%

Holding current value

$763,669

Previous $883,000 13.59%

% of portfolio

0.01%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	N/A	-1,576 Reduced 13.56%	10,043 $763,000
Q2 2025 Aug 05, 2025	BUY	N/A	37 Added 0.32%	11,619 $883,000
Q1 2025 May 05, 2025	BUY	N/A	1,312 Added 12.78%	11,582 $880,000
Q4 2024 Feb 04, 2025	BUY	N/A	936 Added 10.03%	10,270 $780,000
Q3 2024 Oct 30, 2024	BUY	$76.04 - $76.04 $1,520 - $1,520	20 Added 0.21%	9,334 $709,000

Q2 2024 Aug 01, 2024	SELL	$73.08 - $78.4 $6,723 - $7,212	-92 Reduced 0.98%	9,314 $713,000
Q1 2024 May 08, 2024	SELL	$71.59 - $76.36 $8,232 - $8,781	-115 Reduced 1.21%	9,406 $718,000
Q4 2023 Jan 29, 2024	BUY	$66.22 - $72.3 $13,508 - $14,749	204 Added 2.19%	9,521 $685,000
Q3 2023 Nov 15, 2023	BUY	$68.8 - $76.1 $641,009 - $709,023	9,317 New	9,317 $641,000

Others Institutions Holding XLP

# of Institutions

1,384

Shares Held

205M

Call Options Held

5.46M

Put Options Held

43.2M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

Track This Portfolio

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.

Account

Crestwood Advisors Group LLC Consumer Staples Sector Spdr Transaction History