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: Q1 2026 in Review
Turtle Creek Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.95% in Q1 2026, selling an estimated $156K and leaving 23,827 shares worth $15.5M. The position accounts for 1.17% of the portfolio, ranked #23.
Turtle Creek Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 9 quarters since. The position peaked at $16.4M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Turtle Creek Wealth Advisors held 23,827 shares of State Street SPDR S&P 500 ETF Trust worth $15.5M as of Q1 2026.
- Turtle Creek Wealth Advisors sold 229 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $156K.
- State Street SPDR S&P 500 ETF Trust made up 1.17% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #23 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 9 quarters since.
- Turtle Creek Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $16.4M in Q4 2025.
- 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.