Creative Planning’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Creative Planning’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,000	Closed	-$4K	–	2742
2020 Q4	$4K	Sell	1,000 -200	-17%	-$6.85K	﹤0.01%	2276
2020 Q3	$4K	Buy	+1,200	New	+$37.3K	﹤0.01%	2062
2018 Q3	–	Sell	-1,000	Closed	-$1K	–	2182
2018 Q2	$1K	Hold	1,000	–	–	﹤0.01%	2033
2018 Q1	$1K	Buy	+1,000	New	+$30.3K	﹤0.01%	2033

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning's XLB Position: Q2 2026 in Review

Creative Planning reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 6% in Q2 2026, selling an estimated $275K and leaving 84,408 shares worth $4.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Creative Planning first reported a position in XLB in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.49M in Q1 2026. 928 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Creative Planning held 84,408 shares of State Street Materials Select Sector SPDR ETF worth $4.29M as of Q2 2026.
Creative Planning sold 5,352 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $275K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1528 holding.
Creative Planning first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
Creative Planning's State Street Materials Select Sector SPDR ETF position peaked at $4.49M in Q1 2026.
928 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.