Turtle Creek Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History

Turtle Creek Wealth Advisors, LLC

$499 Billion
Q3 2024

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 $17 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares

123,386

Previous 1,695 7179.41%

Holding current value

$17 Million

Previous $247 Million 7592.46%

% of portfolio

3.81%

Previous 0.06%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,943

Shares Held

203M

Call Options Held

10.6M

Put Options Held

16.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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 Select Sector Spdr Fund Health Transaction History