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Technology SPDR shares owned by Turtle Creek Wealth Advisors

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Turtle Creek Wealth Advisors from 13F filings

Historical chart of Turtle Creek Wealth Advisors investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR 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 Technology SPDR by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 62k 208.27
2023-12-31 $12M 62k 192.48

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 Technology SPDR

Bank of America Corporation
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Churchill Management Corp.
Susquehanna International
Millennium Management
Citadel Advisors
Royal Bank of Canada
Raymond James & Associates
Branch Banking & Trust Company
Janney Montgomery Scott
Charles Schwab Investment Management
Balyasny Asset Management
WestEnd Advisors

View all funds holding Technology SPDR