Turtle Creek Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Turtle Creek Wealth Advisors's SPY Position: Q2 2026 in Review
Turtle Creek Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 410% in Q2 2026, buying an estimated $70.8M and bringing the position to 121,496 shares worth $90.5M. The position accounts for 4.78% of the portfolio, ranked #2.
Turtle Creek Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Turtle Creek Wealth Advisors held 121,496 shares of State Street SPDR S&P 500 ETF Trust worth $90.5M as of Q2 2026.
- Turtle Creek Wealth Advisors bought 97,669 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $70.8M.
- State Street SPDR S&P 500 ETF Trust made up 4.78% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #2 holding.
- Turtle Creek Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
- 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.