Crestwood Advisors Group LLC Select Sector Spdr Consumer Di Transaction History

Crestwood Advisors Group LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Crestwood Advisors Group LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 6,718 shares of XLY stock, worth $1.47 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,718
Previous 6,628 1.36%
Holding current value
$1.47 Million
Previous $1.33 Million 13.48%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 04, 2025
BUY
$194.8 - $239.43 $17,532 - $21,548
90 Added 1.36%
6,718 $1.51 Million
Q3 2024

Oct 30, 2024
SELL
$170.05 - $200.86 $4,591 - $5,423
-27 Reduced 0.41%
6,628 $1.33 Million
Q2 2024

Aug 01, 2024
SELL
$169.76 - $184.45 $19,522 - $21,211
-115 Reduced 1.7%
6,655 $1.21 Million
Q1 2024

May 08, 2024
BUY
$170.9 - $185.02 $41,016 - $44,404
240 Added 3.68%
6,770 $1.24 Million
Q4 2023

Jan 29, 2024
BUY
$148.04 - $181.41 $113,990 - $139,685
770 Added 13.37%
6,530 $1.17 Million
Q3 2023

Nov 15, 2023
BUY
$158.36 - $176.97 $912,153 - $1.02 Million
5,760 New
5,760 $927,000
Q4 2022

Feb 14, 2023
BUY
$126.26 - $147.57 $242,545 - $283,481
1,921 New
1,921 $248,000
Q3 2018

Nov 15, 2018
SELL
N/A
-100,615 Closed
0 $0
Q2 2018

Aug 14, 2018
SELL
N/A
-10,207 Reduced 9.21%
100,615 $0
Q1 2018

May 14, 2018
BUY
N/A
110,822 New
110,822 $11.2 Million

Others Institutions Holding XLY

# of Institutions
1,449
Shares Held
82.9M
Call Options Held
7.57M
Put Options Held
18.1M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

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