Turtle Creek Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History
Turtle Creek Wealth Advisors, LLC
- $847 Billion
- Q2 2025
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 17,252 shares of SPY stock, worth $11.6 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
17,252
Previous 10,520
63.99%
Holding current value
$11.6 Million
Previous $5.88 Billion
81.13%
% of portfolio
1.26%
Previous 0.88%
Shares
4 transactions
Others Institutions Holding SPY
# of Institutions
5,189Shares Held
643MCall Options Held
380MPut Options Held
723M-
Jpmorgan Chase & CO New York, NY58MShares$38.9 Billion2.54% of portfolio
-
Morgan Stanley New York, NY37MShares$24.8 Billion1.54% of portfolio
-
Goldman Sachs Group Inc New York, NY36.8MShares$24.7 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC30.9MShares$20.7 Billion1.43% of portfolio
-
Wells Fargo & Company San Francisco, CA20MShares$13.5 Billion2.65% of portfolio