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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return