Utilities SPDR shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $260k | 3.0k | 87.20 |
| 2025-06-30 | $337k | 4.1k | 81.66 |
| 2025-03-31 | $318k | 4.0k | 78.85 |
| 2024-12-31 | $335k | 4.4k | 75.69 |
| 2024-09-30 | $337k | 4.2k | 80.78 |
| 2024-06-30 | $291k | 4.3k | 68.14 |
| 2024-03-31 | $298k | 4.5k | 65.65 |
| 2023-12-31 | $326k | 5.2k | 63.33 |
| 2023-09-30 | $416k | 7.1k | 58.93 |