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Financial Select Sector SPDR shares owned by Turtle Creek Wealth Advisors

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Turtle Creek Wealth Advisors from 13F filings

Historical chart of Turtle Creek Wealth Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector 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 Financial Select Sector SPDR by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 46k 53.87
2025-06-30 $2.4M 47k 52.37
2025-03-31 $28M 553k 49.81
2024-12-31 $17M 357k 48.33
2024-09-30 $275k 6.1k 45.32
2024-06-30 $249k 6.1k 41.11
2024-03-31 $5.3M 126k 42.12
2023-12-31 $228k 6.1k 37.60