Turtle Creek Wealth Advisors, LLC Financial Sector Spdr Transaction History

Turtle Creek Wealth Advisors, LLC

$670 Billion
Q1 2025

A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 553,300 shares of XLF stock, worth $27 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares

553,300

Previous 356,688 55.12%

Holding current value

$27 Million

Previous $17.2 Billion 59.87%

% of portfolio

4.11%

Previous 3.98%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$47.32 - $52.19 $9.3 Million - $10.3 Million	196,612 Added 55.12%	553,300 $27.6 Billion
Q4 2024 Jan 23, 2025	BUY	$44.89 - $51.34 $15.7 Million - $18 Million	350,627 Added 5784.97%	356,688 $17.2 Billion
Q2 2024 Jul 31, 2024	SELL	$39.59 - $42.49 $4.76 Million - $5.11 Million	-120,288 Reduced 95.2%	6,061 $249 Million
Q1 2024 Apr 30, 2024	BUY	$37.27 - $42.12 $4.48 Million - $5.07 Million	120,288 Added 1984.62%	126,349 $5.32 Billion
Q4 2023 Jan 26, 2024	BUY	$31.45 - $37.72 $190,618 - $228,620	6,061 New	6,061 $228 Million

Others Institutions Holding XLF

# of Institutions

2,091

Shares Held

773M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

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.

Account

Turtle Creek Wealth Advisors, LLC Financial Sector Spdr Transaction History