Creative Planning
XLC icon

Creative Planning’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Creative Planning’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.64M Sell
71,346
-1,375
-2% -$157K ﹤0.01% 1077
2026
Q1 		$8.06M Buy
72,721
+624
+0.9% +$72.2K 0.01% 837
2025
Q4 		$8.49M Sell
72,097
-2,165
-3% -$249K 0.01% 687
2025
Q3 		$8.79M Buy
74,262
+8,250
+12% +$917K 0.01% 621
2025
Q2 		$7.16M Buy
66,012
+11,624
+21% +$1.14M 0.01% 633
2025
Q1 		$5.25M Buy
54,388
+5,779
+12% +$577K ﹤0.01% 689
2024
Q4 		$4.71M Buy
48,609
+12,828
+36% +$1.22M ﹤0.01% 690
2024
Q3 		$3.23M Buy
35,781
+2,378
+7% +$205K ﹤0.01% 821
2024
Q2 		$2.86M Buy
33,403
+2,142
+7% +$177K ﹤0.01% 837
2024
Q1 		$2.55M Buy
31,261
+1,597
+5% +$124K ﹤0.01% 871
2023
Q4 		$2.16M Buy
29,664
+9,544
+47% +$657K ﹤0.01% 895
2023
Q3 		$1.32M Buy
20,120
+1,735
+9% +$116K ﹤0.01% 1036
2023
Q2 		$1.2M Sell
18,385
-13,820
-43% -$842K ﹤0.01% 1043
2023
Q1 		$1.87M Buy
32,205
+15,005
+87% +$815K ﹤0.01% 802
2022
Q4 		$825K Buy
17,200
+748
+5% +$36.6K ﹤0.01% 1133
2022
Q3 		$788K Sell
16,452
-2,357
-13% -$130K ﹤0.01% 1065
2022
Q2 		$1.02M Buy
18,809
+394
+2% +$23.7K ﹤0.01% 970
2022
Q1 		$1.27M Sell
18,415
-945
-5% -$66.6K ﹤0.01% 878
2021
Q4 		$1.5M Buy
19,360
+1,465
+8% +$116K ﹤0.01% 786
2021
Q3 		$1.43M Buy
17,895
+1,722
+11% +$143K ﹤0.01% 788
2021
Q2 		$1.31M Sell
16,173
-2,463
-13% -$192K ﹤0.01% 825
2021
Q1 		$1.37M Buy
18,636
+2,220
+14% +$158K ﹤0.01% 886
2020
Q4 		$1.11M Buy
16,416
+3,729
+29% +$237K ﹤0.01% 899
2020
Q3 		$754K Buy
12,687
+4,076
+47% +$241K ﹤0.01% 925
2020
Q2 		$465K Sell
8,611
-584
-6% -$30K ﹤0.01% 1067
2020
Q1 		$407K Sell
9,195
-2,570
-22% -$133K ﹤0.01% 1050
2019
Q4 		$631K Buy
11,765
+4,949
+73% +$255K ﹤0.01% 993
2019
Q3 		$338K Buy
6,816
+211
+3% +$10.6K ﹤0.01% 1285
2019
Q2 		$325K Buy
+6,605
New +$321K ﹤0.01% 1320
2018
Q4 		– Sell
-5,368
Closed -$263K – 2130
2018
Q3 		$263K Buy
+5,368
New +$265K ﹤0.01% 1489

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Creative Planning's XLC Position: Q2 2026 in Review

Creative Planning reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.9% in Q2 2026, selling an estimated $157K and leaving 71,346 shares worth $7.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Creative Planning first reported a position in XLC in Q3 2018 and has held it in 30 quarters since. The position peaked at $8.79M in Q3 2025. 1,157 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Creative Planning held 71,346 shares of State Street Communication Services Select Sector SPDR ETF worth $7.64M as of Q2 2026.
  • Creative Planning sold 1,375 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $157K.
  • State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1077 holding.
  • Creative Planning first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 30 quarters since.
  • Creative Planning's State Street Communication Services Select Sector SPDR ETF position peaked at $8.79M in Q3 2025.
  • 1,157 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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