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SPDR S&P MidCap 400 ETF shares owned by Turtle Creek Wealth Advisors

Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Turtle Creek Wealth Advisors from 13F filings

Historical chart of Turtle Creek Wealth Advisors investment in SPDR S&P MidCap 400 ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P MidCap 400 ETF held by Turtle Creek Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $771k 1.4k 556.40
2023-12-31 $703k 1.4k 507.38

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Blue Owl Capital Com Cl A (OWL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
JPMorgan Chase & Co. (JPM)
Lam Research Corporation (LRCX)
Ishares Tr Rus 1000 Etf (IWB)
Caterpillar (CAT)
Kla Corp Com New (KLAC)
NVIDIA Corporation (NVDA)

View all positions for Turtle Creek Wealth Advisors

Top funds holding SPDR S&P MidCap 400 ETF

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pathstone Holdings
Pnc Financial Services
UBS Group
Royal Bank of Canada
Bank Of Montreal
Susquehanna International
Goldman Sachs Group
Jpmorgan Chase & Co
Raymond James & Associates
Citadel Advisors
Arvest Trust Co N A
Creative Planning

View all funds holding SPDR S&P MidCap 400 ETF