Utilities SPDR shares owned by Turtle Creek Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Turtle Creek Wealth Advisors
from 13F filings
Historical chart of Turtle Creek Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Turtle Creek Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $398k | 4.6k | 87.21 |
| 2025-03-31 | $4.7M | 60k | 78.85 |
| 2024-12-31 | $3.0M | 39k | 75.69 |
| 2024-09-30 | $4.2M | 52k | 80.78 |
| 2024-06-30 | $70k | 1.0k | 68.14 |
| 2024-03-31 | $68k | 1.0k | 65.65 |
| 2023-12-31 | $682k | 11k | 63.33 |
More positions owned by Turtle Creek Wealth Advisors
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