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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

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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