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Real Estate Select Sect Spdr shares owned by Turtle Creek Wealth Advisors

Quarter-by-quarter ownership of Real Estate Select Sect Spdr (XLRE) shares owned by Turtle Creek Wealth Advisors from 13F filings

Historical chart of Turtle Creek Wealth Advisors investment in Real Estate Select Sect Spdr

Tip: Access up to 7 years of quarterly data

All positions including Real Estate Select Sect Spdr held by Turtle Creek Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Real Estate Select Sect Spdr by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $37k 927 39.53
2023-12-31 $43k 1.1k 40.06

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Blue Owl Capital Com Cl A (OWL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
JPMorgan Chase & Co. (JPM)
Lam Research Corporation (LRCX)
Ishares Tr Rus 1000 Etf (IWB)
Caterpillar (CAT)
Kla Corp Com New (KLAC)
NVIDIA Corporation (NVDA)

View all positions for Turtle Creek Wealth Advisors

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Bank of America Corporation
Morgan Stanley
LPL Financial
Harel Insurance Investments & Financial Services
Cassaday & Co Wealth Management
Phoenix Holdings
Caisse de depot et placement du Quebec
Wells Fargo & Company
Bnp Paribas Arbitrage, Snc
Migdal Insurance & Financial Holdings
Envestnet Asset Management
Ameriprise Financial
UBS Group
Baird Financial

View all funds holding Real Estate Select Sect Spdr