Energy Select Sector SPDR shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $28M | 323k | 87.80 |
| 2024-06-30 | $30M | 324k | 91.15 |
| 2024-03-31 | $28M | 297k | 94.41 |
| 2023-12-31 | $24M | 280k | 83.84 |
| 2023-09-30 | $25M | 277k | 90.39 |
| 2023-06-30 | $22M | 266k | 81.17 |
| 2023-03-31 | $21M | 248k | 82.83 |
| 2019-12-31 | $2.6M | 44k | 60.04 |
| 2019-09-30 | $428k | 7.2k | 59.20 |
| 2019-06-30 | $477k | 7.5k | 63.77 |
| 2019-03-31 | $833k | 13k | 66.11 |
| 2018-12-31 | $945k | 17k | 57.36 |
| 2015-12-31 | $898k | 15k | 60.29 |
| 2015-09-30 | $335k | 5.5k | 61.19 |
| 2015-06-30 | $524k | 7.0k | 75.13 |
| 2015-03-31 | $930k | 12k | 77.56 |
| 2014-12-31 | $1.2M | 15k | 79.13 |