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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's XLB Position: Q1 2026 in Review

Creative Planning increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 4.5% in Q1 2026, buying an estimated $194K and bringing the position to 89,760 shares worth $4.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Creative Planning first reported a position in XLB in Q2 2013 and has held it in 51 quarters since. 898 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Creative Planning held 89,760 shares of State Street Materials Select Sector SPDR ETF worth $4.49M as of Q1 2026.
Creative Planning bought 3,863 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $194K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1291 holding.
Creative Planning first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2013 and has held it in 51 quarters since.
898 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.