A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 123,386 shares of XLV stock, worth $18 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares
123,386
Previous 1,695 7179.41%
Holding current value
$18 Million
Previous $247 Million 7592.46%
% of portfolio
3.81%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$143.3 - $157.24 $17.4 Million - $19.1 Million
121,691 Added 7179.41%
123,386 $19 Billion
Q2 2024

Jul 31, 2024

SELL
$138.43 - $147.09 $4.8 Million - $5.1 Million
-34,649 Reduced 95.34%
1,695 $247 Million
Q1 2024

Apr 30, 2024

BUY
$138.48 - $147.86 $4.26 Million - $4.55 Million
30,739 Added 548.42%
36,344 $5.37 Billion
Q4 2023

Jan 26, 2024

BUY
$123.14 - $136.38 $690,199 - $764,409
5,605 New
5,605 $764 Million

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Turtle Creek Wealth Advisors, LLC Portfolio

Follow Turtle Creek Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Turtle Creek Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Turtle Creek Wealth Advisors, LLC with notifications on news.