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Spdr S&p 500 Etf shares owned by Turtle Creek Wealth Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Turtle Creek Wealth Advisors from 13F filings

Historical chart of Turtle Creek Wealth Advisors investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 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 500 Etf by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2M 9.0k 573.76
2024-06-30 $4.8M 8.8k 544.22
2024-03-31 $4.6M 8.8k 523.07
2023-12-31 $4.2M 8.8k 475.31

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 Sbi Healthcare (XLV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Blue Owl Capital Com Cl A (OWL)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Costco Wholesale Corporation (COST)
Caterpillar (CAT)
Meta Platforms Cl A (META)

View all positions for Turtle Creek Wealth Advisors

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Bank of America Corporation
Goldman Sachs Group
Royal Bank of Canada
Morgan Stanley
Wolverine Trading
Wells Fargo & Company
International Assets Investment Management
Capstone Investment Advisors
Northern Trust

View all funds holding Spdr S&p 500 Etf