TCWA
Turtle Creek Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
17,252
+6,732
| +64% | +$4.16M | 1.26% | 19 |
|
|
2025
Q1 | $5.88M | Buy |
+10,520
| New | +$5.88M | 0.88% | 39 |
|
|
2024
Q4 | – | Sell |
-9,030
| Closed | -$5.18M | – | 151 |
|
|
2024
Q3 | $5.18M | Buy |
9,030
+206
| +2% | +$118K | 1.04% | 33 |
|
|
2024
Q2 | $4.8M | Hold |
8,824
| – | – | 1.11% | 30 |
|
|
2024
Q1 | $4.62M | Hold |
8,824
| – | – | 1.13% | 29 |
|
|
2023
Q4 | $4.19M | Buy |
+8,824
| New | +$4.19M | 1.23% | 21 |
|