SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

Crestwood Advisors Group LLC's Holding History (CIK: 0001426853)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 12,872 Value ($000) $1,537 Avg Close — Range —
Q3 2025
Shares 6,588 Value ($000) $1,579 Avg Close — Range —
Q2 2025
Shares 6,433 Value ($000) $1,398 Avg Close — Range —
Q1 2025
Shares 6,464 Value ($000) $1,276 Avg Close — Range —
Q4 2024
Shares 6,718 Value ($000) $1,507 Avg Close — Range —
Q3 2024
Shares 6,628 Value ($000) $1,328 Avg Close — Range —
Q2 2024
Shares 6,655 Value ($000) $1,214 Avg Close — Range —
Q1 2024
Shares 6,770 Value ($000) $1,245 Avg Close — Range —
Q4 2023
Shares 6,530 Value ($000) $1,168 Avg Close — Range —
Q3 2023
Shares 5,760 Value ($000) $927 Avg Close — Range —
Q4 2022
Shares 1,921 Value ($000) $248 Avg Close — Range —
Q2 2018
Shares 100,615 Value ($000) $11,284 Avg Close — Range —
Q1 2018
Shares 110,822 Value ($000) $11,225 Avg Close — Range —
Q1 2017
Shares 70 Value ($000) $6 Avg Close — Range —