Turtle Creek Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$97.3K Buy
1,107
+724
+189% +$61.8K 0.01% 470
2026
Q1
$29.3K Buy
+383
New +$30.6K ﹤0.01% 442

Other funds holding SPYM

Turtle Creek Wealth Advisors's SPYM Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 189% in Q2 2026, buying an estimated $61.8K and bringing the position to 1,107 shares worth $97.3K. The position accounts for 0.01% of the portfolio, ranked #470.

Turtle Creek Wealth Advisors first reported a position in SPYM in Q1 2026 and has held it in 2 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Turtle Creek Wealth Advisors held 1,107 shares of State Street SPDR Portfolio S&P 500 ETF worth $97.3K as of Q2 2026.
  • Turtle Creek Wealth Advisors bought 724 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $61.8K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #470 holding.
  • Turtle Creek Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.