Turtle Creek Wealth Advisors, LLC XLF Holdings History
Turtle Creek Wealth Advisors, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Turtle Creek Wealth Advisors, LLC held 553,300.00 shares of Financial Select Sector SPDR(XLF), totaling $27.56 Mil. This investment constitutes 4.11% of their stock portfolio, and Turtle Creek Wealth Advisors, LLC now holds 0.06% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2023Q4. And since then Turtle Creek Wealth Advisors, LLC has made 3 purchases of XLF, at an average price of $47.20, for a total of 673,588.00 shares. In addition, there have been 1 sales at an average price of $41.15 for 120,288.00 shares. Based on historical transaction data and XLF's current price of $52.54, Turtle Creek Wealth Advisors, LLC's estimated gain on his XLF holdings is $2.23 Mil, reflecting a 7.01% gain to date.
Turtle Creek Wealth Advisors, LLC XLF ($52.54) Holding Chart
Turtle Creek Wealth Advisors, LLC XLF ($52.54) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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