Turtle Creek Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$26.6K Sell
433
-62
-13% -$3.76K ﹤0.01% 486
2026
Q2
$26.3K Buy
495
+165
+50% +$9.43K ﹤0.01% 493
2026
Q1
$20.2K Sell
330
-24,891
-99% -$1.34M ﹤0.01% 456
2025
Q4
$1.13M Buy
25,221
+18,417
+271% +$820K 0.09% 141
2025
Q3
$304K Buy
+6,804
New +$298K 0.03% 270
2024
Q4
– Sell
-6,072
Closed -$267K – 168
2024
Q3
$267K Sell
6,072
-150
-2% -$6.7K 0.05% 149
2024
Q2
$284K Buy
6,222
+1,400
+29% +$65.2K 0.07% 126
2024
Q1
$228K Sell
4,822
-35,452
-88% -$1.52M 0.06% 139
2023
Q4
$1.69M Buy
+40,274
New +$1.72M 0.5% 59

Other funds holding XLE

Turtle Creek Wealth Advisors's XLE Position: Q3 2026 in Review

Turtle Creek Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 13% in Q3 2026, selling an estimated $3.76K and leaving 433 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Turtle Creek Wealth Advisors first reported a position in XLE in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.69M in Q4 2023. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Turtle Creek Wealth Advisors held 433 shares of State Street Energy Select Sector SPDR ETF worth $26.6K as of Q3 2026.
  • Turtle Creek Wealth Advisors sold 62 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $3.76K.
  • State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #486 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 9 quarters since.
  • Turtle Creek Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.69M in Q4 2023.
  • 1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.