Turtle Creek Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.53M Sell
13,295
-311
-2% -$53.1K 0.13% 100
2026
Q1
$1.81M Sell
13,606
-57,665
-81% -$8.13M 0.14% 104
2025
Q4
$10.3M Buy
71,271
+21,575
+43% +$3.12M 0.81% 36
2025
Q3
$7M Buy
49,696
+162
+0.3% +$21.5K 0.63% 48
2025
Q2
$6.27M Buy
+49,534
New +$5.5M 0.74% 40
2024
Q4
Sell
-12,298
Closed -$1.39M 171
2024
Q3
$1.39M Buy
12,298
+720
+6% +$79K 0.28% 67
2024
Q2
$1.31M Sell
11,578
-112,574
-91% -$11.9M 0.3% 63
2024
Q1
$12.9M Buy
124,152
+88
+0.1% +$8.9K 3.17% 3
2023
Q4
$11.9M Buy
+124,064
New +$11M 3.51% 4

Other funds holding XLK

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

Turtle Creek Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.3% in Q2 2026, selling an estimated $53.1K and leaving 13,295 shares worth $2.53M. The position accounts for 0.13% of the portfolio, ranked #100.

Turtle Creek Wealth Advisors first reported a position in XLK in Q4 2023 and has held it in 9 quarters since. The position peaked at $12.9M in Q1 2024. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Turtle Creek Wealth Advisors held 13,295 shares of State Street Technology Select Sector SPDR ETF worth $2.53M as of Q2 2026.
  • Turtle Creek Wealth Advisors sold 311 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $53.1K.
  • State Street Technology Select Sector SPDR ETF made up 0.13% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • Turtle Creek Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
  • Turtle Creek Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $12.9M in Q1 2024.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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