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: Q1 2026 in Review
Turtle Creek Wealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 84% in Q1 2026, selling an estimated $517K and leaving 2,192 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #417.
Turtle Creek Wealth Advisors first reported a position in XLU in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.74M in Q1 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Turtle Creek Wealth Advisors held 2,192 shares of State Street Utilities Select Sector SPDR ETF worth $101K as of Q1 2026.
- Turtle Creek Wealth Advisors sold 11,530 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $517K.
- State Street Utilities Select Sector SPDR ETF made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #417 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 9 quarters since.
- Turtle Creek Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $4.74M in Q1 2025.
- 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.