Energy Select Sector SPDR shares owned by Turtle Creek Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Turtle Creek Wealth Advisors
from 13F filings
Historical chart of Turtle Creek Wealth Advisors investment in Energy Select Sector SPDR
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All positions including Energy Select Sector SPDR held by Turtle Creek Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by Turtle Creek Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $267k | 3.0k | 87.80 |
2024-06-30 | $284k | 3.1k | 91.15 |
2024-03-31 | $228k | 2.4k | 94.41 |
2023-12-31 | $1.7M | 20k | 83.84 |
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