Turtle Creek Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
Turtle Creek Wealth Advisors's SDY Position: Q2 2026 in Review
Turtle Creek Wealth Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.4% in Q2 2026, selling an estimated $5.07K and leaving 2,474 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #313.
Turtle Creek Wealth Advisors first reported a position in SDY in Q3 2025 and has held it in 4 quarters since. The position peaked at $815K in Q3 2025. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Turtle Creek Wealth Advisors held 2,474 shares of State Street SPDR S&P Dividend ETF worth $376K as of Q2 2026.
- Turtle Creek Wealth Advisors sold 34 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $5.07K.
- State Street SPDR S&P Dividend ETF made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #313 holding.
- Turtle Creek Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2025 and has held it in 4 quarters since.
- Turtle Creek Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $815K in Q3 2025.
- 1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.