SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q4 2025
Shares 86,250 Value ($000) $3,857 Avg Close — Range —
Q3 2025
Shares 64,986 Value ($000) $5,807 Avg Close — Range —
Q2 2025
Shares 212,088 Value ($000) $17,987 Avg Close — Range —
Q1 2025
Shares 296,208 Value ($000) $27,681 Avg Close — Range —
Q4 2024
Shares 310,057 Value ($000) $26,559 Avg Close — Range —
Q3 2024
Shares 323,258 Value ($000) $28,382 Avg Close — Range —
Q2 2024
Shares 323,620 Value ($000) $29,498 Avg Close — Range —
Q1 2024
Shares 296,771 Value ($000) $28,018 Avg Close — Range —
Q4 2023
Shares 279,766 Value ($000) $23,456 Avg Close — Range —
Q3 2023
Shares 276,670 Value ($000) $25,008 Avg Close — Range —
Q2 2023
Shares 266,441 Value ($000) $21,627 Avg Close — Range —
Q1 2023
Shares 247,451 Value ($000) $20,496 Avg Close — Range —
Q4 2019
Shares 43,557 Value ($000) $2,615 Avg Close — Range —
Q3 2019
Shares 7,230 Value ($000) $428 Avg Close — Range —
Q2 2019
Shares 7,480 Value ($000) $477 Avg Close — Range —
Q1 2019
Shares 12,600 Value ($000) $833 Avg Close — Range —
Q4 2018
Shares 16,475 Value ($000) $945 Avg Close — Range —
Q2 2015
Shares 6,975 Value ($000) $524 Avg Close — Range —
Q1 2015
Shares 11,991 Value ($000) $930 Avg Close — Range —