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
Tip: Access up to 7 years of quarterly data
All positions including Utilities 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 Utilities SPDR by Turtle Creek Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $68k | 1.0k | 65.65 |
2023-12-31 | $682k | 11k | 63.33 |
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