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: Q1 2026 in Review
Turtle Creek Wealth Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 57% in Q1 2026, selling an estimated $493K and leaving 2,508 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #278.
Turtle Creek Wealth Advisors first reported a position in SDY in Q3 2025 and has held it in 3 quarters since. The position peaked at $815K in Q3 2025. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Turtle Creek Wealth Advisors held 2,508 shares of State Street SPDR S&P Dividend ETF worth $366K as of Q1 2026.
- Turtle Creek Wealth Advisors sold 3,309 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $493K.
- State Street SPDR S&P Dividend ETF made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #278 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 3 quarters since.
- Turtle Creek Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $815K in Q3 2025.
- 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.