SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

Turtle Creek Wealth Advisors, LLC's Holding History (CIK: 0002007171)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,722 Value ($000) $586 Avg Close Range
Q3 2025
Shares 4,562 Value ($000) $398 Avg Close Range
Q1 2025
Shares 60,065 Value ($000) $4,736 Avg Close Range
Q4 2024
Shares 39,332 Value ($000) $2,977 Avg Close Range
Q3 2024
Shares 51,915 Value ($000) $4,194 Avg Close Range
Q2 2024
Shares 1,033 Value ($000) $70 Avg Close Range
Q1 2024
Shares 1,033 Value ($000) $68 Avg Close Range
Q4 2023
Shares 10,771 Value ($000) $682 Avg Close Range