Turtle Creek Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Turtle Creek Wealth Advisors, LLC

  • $1.12 Trillion
  • Q3 2025

A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 4,562 shares of XLU stock, worth $406,793. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,562
Holding current value
$406,793
% of portfolio
0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$81.14 - $87.32 $370,160 - $398,353
4,562 New
4,562 $398 Million
Q1 2025

May 01, 2025
BUY
$74.7 - $80.27 $1.55 Million - $1.66 Million
20,733 Added 52.71%
60,065 $4.74 Billion
Q4 2024

Jan 23, 2025
SELL
$74.89 - $82.93 $942,340 - $1.04 Million
-12,583 Reduced 24.24%
39,332 $2.98 Billion
Q3 2024

Nov 06, 2024
BUY
$67.67 - $80.78 $3.44 Million - $4.11 Million
50,882 Added 4925.65%
51,915 $4.19 Billion
Q1 2024

Apr 30, 2024
SELL
$59.95 - $65.65 $583,793 - $639,299
-9,738 Reduced 90.41%
1,033 $67.8 Million
Q4 2023

Jan 26, 2024
BUY
$56.19 - $65.96 $605,222 - $710,455
10,771 New
10,771 $682 Million

Others Institutions Holding XLU

# of Institutions
1,653
Shares Held
157M
Call Options Held
15.4M
Put Options Held
35.9M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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