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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Creative Planning's XLC Position: Q1 2026 in Review

Creative Planning increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.87% in Q1 2026, buying an estimated $72.2K and bringing the position to 72,721 shares worth $8.06M. The position accounts for 0.01% of the portfolio, ranked #837.

Creative Planning first reported a position in XLC in Q3 2018 and has held it in 29 quarters since. The position peaked at $8.79M in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Creative Planning held 72,721 shares of State Street Communication Services Select Sector SPDR ETF worth $8.06M as of Q1 2026.
Creative Planning bought 624 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $72.2K.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #837 holding.
Creative Planning first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 29 quarters since.
Creative Planning's State Street Communication Services Select Sector SPDR ETF position peaked at $8.79M in Q3 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

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