Turtle Creek Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.7M Buy
2025
Q1
$5.88M Buy
2024
Q4
Sell
2024
Q3
$5.18M Buy
2024
Q2
$4.8M Hold
2024
Q1
$4.62M Hold
2023
Q4
$4.19M Buy