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
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Crestwood Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $298k | 4.5k | 65.65 |
2023-12-31 | $326k | 5.2k | 63.33 |
2023-09-30 | $416k | 7.1k | 58.93 |