Turtle Creek Wealth Advisors, LLC Energy Sector Spdr Transaction History

Turtle Creek Wealth Advisors, LLC

  • $1.12 Trillion
  • Q3 2025

A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 3,402 shares of XLE stock, worth $313,052. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,402
Holding current value
$313,052
% of portfolio
0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$84.25 - $91.99 $286,618 - $312,949
3,402 New
3,402 $304 Million
Q3 2024

Nov 06, 2024
SELL
$84.35 - $93.39 $6,326 - $7,004
-75 Reduced 2.41%
3,036 $267 Million
Q2 2024

Jul 31, 2024
BUY
$88.04 - $98.08 $61,628 - $68,656
700 Added 29.03%
3,111 $284 Million
Q1 2024

Apr 30, 2024
SELL
$79.91 - $94.41 $1.42 Million - $1.67 Million
-17,726 Reduced 88.03%
2,411 $228 Million
Q4 2023

Jan 26, 2024
BUY
$81.2 - $91.96 $1.64 Million - $1.85 Million
20,137 New
20,137 $1.69 Billion

Others Institutions Holding XLE

# of Institutions
2,121
Shares Held
209M
Call Options Held
56.6M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Turtle Creek Wealth Advisors, LLC Portfolio

Follow Turtle Creek Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Turtle Creek Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Turtle Creek Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email