Crestwood Advisors Group LLC

SEC CIK: 0001426853
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

SPGI holding history

S&P Global Inc. in every 13F filed by Crestwood Advisors Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPGI overview All 13F holders of SPGI Full Q2 2026 holdings

Shares (Q2 2026): 56,119
Value: $22.9M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of SPGI by Crestwood Advisors Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	56,119	$22.9M	0.3%	−9,886−15.0%	Reduced	Holders
Q1 2026	66,005	$28.1M	0.5%	−8,755−11.7%	Reduced	Holders
Q4 2025	74,760	$39.1M	0.7%	−3,799−4.8%	Reduced	Holders
Q3 2025	78,559	$38.2M	0.7%	−1,461−1.8%	Reduced	Holders
Q2 2025	80,020	$42.2M	0.8%	−43−0.1%	Reduced	Holders
Q1 2025	80,063	$40.7M	0.8%	−551−0.7%	Reduced	Holders
Q4 2024	80,614	$40.1M	0.8%	+779+1.0%	Added	Holders
Q3 2024	79,835	$41.2M	0.8%	+734+0.9%	Added	Holders
Q2 2024	79,101	$35.3M	0.7%	+1,300+1.7%	Added	Holders
Q1 2024	77,801	$33.1M	0.7%	+3,329+4.5%	Added	Holders
Q4 2023	74,472	$32.8M	0.8%	+415+0.6%	Added	Holders
Q3 2023	74,057	$27.1M	0.7%	+1,596+2.2%	Added	Holders
Q2 2023	72,461	$29.0M	0.9%	+572+0.8%	Added	Holders
Q1 2023	71,889	$24.8M	0.8%	+447+0.6%	Added	Holders
Q4 2022	71,442	$23.9M	0.8%	−2,821−3.8%	Reduced	Holders
Q3 2022	74,263	$22.7M	0.8%	−711−0.9%	Reduced	Holders
Q2 2022	74,974	$25.3M	0.9%	−49,099−39.6%	Reduced	Holders
Q1 2022	124,073	$50.9M	1.4%	+17,413+16.3%	Added	Holders
Q4 2021	106,660	$50.3M	1.3%	+2,707+2.6%	Added	Holders
Q3 2021	103,953	$44.2M	1.3%	+3,335+3.3%	Added	Holders
Q2 2021	100,618	$41.3M	1.2%	+5,784+6.1%	Added	Holders
Q1 2021	94,834	$33.5M	1.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.