Turtle Creek Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$380K	Hold	7,083	–	–	0.02%	309
2026 Q1	$350K	Sell	7,083 -8,891	-56%	-$463K	0.03%	295
2025 Q4	$875K	Sell	15,974 -30,087	-65%	-$1.6M	0.07%	169
2025 Q3	$2.48M	Sell	46,061 -483	-1%	-$25.6K	0.22%	88
2025 Q2	$2.44M	Sell	46,544 -506,756	-92%	-$25.1M	0.29%	79
2025 Q1	$27.6M	Buy	553,300 +196,612	+55%	+$9.86M	4.11%	3
2024 Q4	$17.2M	Buy	356,688 +350,627	+5,785%	+$17M	3.98%	6
2024 Q3	$275K	Hold	6,061	–	–	0.06%	145
2024 Q2	$249K	Sell	6,061 -120,288	-95%	-$4.95M	0.06%	136
2024 Q1	$5.32M	Buy	126,349 +120,288	+1,985%	+$4.75M	1.31%	21
2023 Q4	$228K	Buy	+6,061	New	+$210K	0.07%	139

Other funds holding XLF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Turtle Creek Wealth Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 7,083 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #309.

Turtle Creek Wealth Advisors first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.6M in Q1 2025. 1,024 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Turtle Creek Wealth Advisors held 7,083 shares of State Street Financial Select Sector SPDR ETF worth $380K as of Q2 2026.
Turtle Creek Wealth Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #309 holding.
Turtle Creek Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Turtle Creek Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $27.6M in Q1 2025.
1,024 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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