Financial Select Sector SPDR shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 32k | 53.87 |
| 2025-06-30 | $1.9M | 35k | 52.37 |
| 2025-03-31 | $1.8M | 35k | 49.81 |
| 2024-12-31 | $1.8M | 38k | 48.33 |
| 2024-09-30 | $1.7M | 38k | 45.32 |
| 2024-06-30 | $1.5M | 37k | 41.11 |
| 2024-03-31 | $1.7M | 40k | 42.12 |
| 2023-12-31 | $1.7M | 46k | 37.60 |
| 2023-09-30 | $1.4M | 43k | 33.17 |
| 2023-06-30 | $216k | 6.4k | 33.71 |
| 2022-06-30 | $207k | 6.6k | 31.46 |
| 2022-03-31 | $295k | 7.7k | 38.37 |
| 2021-12-31 | $311k | 8.0k | 39.07 |
| 2021-09-30 | $221k | 5.9k | 37.52 |
| 2021-06-30 | $216k | 5.9k | 36.67 |
| 2021-03-31 | $321k | 9.4k | 34.03 |
| 2020-12-31 | $266k | 9.0k | 29.44 |
| 2020-09-30 | $216k | 9.0k | 24.07 |
| 2020-06-30 | $208k | 9.0k | 23.18 |
| 2020-03-31 | $414k | 20k | 20.80 |
| 2019-12-31 | $1.0M | 33k | 30.78 |
| 2019-09-30 | $940k | 34k | 28.00 |
| 2019-06-30 | $932k | 34k | 27.60 |
| 2019-03-31 | $416k | 16k | 25.69 |
| 2018-12-31 | $571k | 24k | 23.83 |
| 2018-09-30 | $254k | 9.2k | 27.60 |
| 2018-06-30 | $255k | 9.2k | 27.71 |
| 2018-03-31 | $254k | 9.2k | 27.60 |
| 2017-12-31 | $250k | 9.0k | 27.92 |