Health Care SPDR shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 19k | 139.17 |
| 2025-06-30 | $3.0M | 22k | 134.79 |
| 2025-03-31 | $2.5M | 17k | 146.01 |
| 2024-12-31 | $2.3M | 17k | 137.57 |
| 2024-09-30 | $2.4M | 16k | 154.02 |
| 2024-06-30 | $2.3M | 16k | 145.75 |
| 2024-03-31 | $2.3M | 16k | 147.73 |
| 2023-12-31 | $2.1M | 15k | 136.38 |
| 2023-09-30 | $1.8M | 14k | 128.74 |
| 2023-06-30 | $266k | 2.0k | 132.72 |
| 2023-03-31 | $217k | 1.7k | 129.49 |
| 2022-12-31 | $212k | 1.6k | 135.85 |
| 2022-03-31 | $214k | 1.6k | 136.83 |
| 2021-12-31 | $220k | 1.6k | 140.67 |
| 2020-03-31 | $322k | 3.6k | 88.51 |
| 2019-12-31 | $616k | 6.0k | 101.90 |
| 2019-09-30 | $499k | 5.5k | 90.17 |
| 2019-06-30 | $564k | 6.1k | 92.57 |
| 2018-12-31 | $203k | 2.4k | 86.38 |
| 2017-03-31 | $58k | 770 | 75.32 |