Turtle Creek Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
VMPIC
MMH
Turtle Creek Wealth Advisors's XLE Position: Q1 2026 in Review
Turtle Creek Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 99% in Q1 2026, selling an estimated $1.34M and leaving 330 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #456.
Turtle Creek Wealth Advisors first reported a position in XLE in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.69M in Q4 2023. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.
- Turtle Creek Wealth Advisors held 330 shares of State Street Energy Select Sector SPDR ETF worth $20.2K as of Q1 2026.
- Turtle Creek Wealth Advisors sold 24,891 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.34M.
- State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #456 holding.
- Turtle Creek Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 7 quarters since.
- Turtle Creek Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.69M in Q4 2023.
- 2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.