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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
2024-09-30 $790k 1.4k 569.66
2024-06-30 $742k 1.4k 535.08
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)
Blue Owl Capital Com Cl A (OWL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Select Sector Spdr Tr Financial (XLF)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Core S&p Mcp Etf (IJH)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 100 Etf (OEF)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Turtle Creek Wealth Advisors

Top funds holding SPDR S&P MidCap 400 ETF

Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
Northern Trust
Us Bancorp
Pathstone Holdings
Pnc Financial Services
Royal Bank of Canada
UBS Group
Susquehanna International
Northwestern Mutual Wealth Management Company
Bank Of Montreal
Raymond James & Associates
Jpmorgan Chase & Co
Alliancebernstein

View all funds holding SPDR S&P MidCap 400 ETF