Turtle Creek Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Turtle Creek Wealth Advisors's XLE Position: Q2 2026 in Review
Turtle Creek Wealth Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 50% in Q2 2026, buying an estimated $9.43K and bringing the position to 495 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #493.
Turtle Creek Wealth Advisors first reported a position in XLE in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.69M in Q4 2023. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Turtle Creek Wealth Advisors held 495 shares of State Street Energy Select Sector SPDR ETF worth $26.3K as of Q2 2026.
- Turtle Creek Wealth Advisors bought 165 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $9.43K.
- State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #493 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 8 quarters since.
- Turtle Creek Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.69M in Q4 2023.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.