Consumer Discretionary SPDR shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 6.6k | 239.64 |
| 2025-06-30 | $1.4M | 6.4k | 217.31 |
| 2025-03-31 | $1.3M | 6.5k | 197.47 |
| 2024-12-31 | $1.5M | 6.7k | 224.36 |
| 2024-09-30 | $1.3M | 6.6k | 200.38 |
| 2024-06-30 | $1.2M | 6.7k | 182.41 |
| 2024-03-31 | $1.2M | 6.8k | 183.90 |
| 2023-12-31 | $1.2M | 6.5k | 178.82 |
| 2023-09-30 | $927k | 5.8k | 160.99 |
| 2022-12-31 | $248k | 1.9k | 129.16 |
| 2018-06-30 | $11M | 101k | 112.15 |
| 2018-03-31 | $11M | 111k | 101.29 |
| 2017-03-31 | $6.0k | 70 | 85.71 |