Turtle Creek Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Turtle Creek Wealth Advisors's XLU Position: Q2 2026 in Review
Turtle Creek Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 64% in Q2 2026, buying an estimated $63K and bringing the position to 3,584 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #457.
Turtle Creek Wealth Advisors first reported a position in XLU in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.74M in Q1 2025. 1,583 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Turtle Creek Wealth Advisors held 3,584 shares of State Street Utilities Select Sector SPDR ETF worth $163K as of Q2 2026.
- Turtle Creek Wealth Advisors bought 1,392 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $63K.
- State Street Utilities Select Sector SPDR ETF made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #457 holding.
- Turtle Creek Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
- Turtle Creek Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $4.74M in Q1 2025.
- 1,583 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.