Creative Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Creative Planning’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-600	Closed	-$6.13K	–	4132
2025 Q3	$6.13K	Buy	+600	New	+$26.3K	﹤0.01%	3855
2022 Q2	–	Sell	-400	Closed	-$2K	–	2562
2022 Q1	$2K	Buy	+400	New	+$13.9K	﹤0.01%	2308
2021 Q4	–	Sell	-14,200	Closed	-$86K	–	2229
2021 Q3	$86K	Hold	14,200	–	–	﹤0.01%	1960
2021 Q2	$92K	Hold	14,200	–	–	﹤0.01%	1882
2021 Q1	$77K	Buy	14,200 +12,200	+610%	+$281K	﹤0.01%	2293
2020 Q4	$14K	Buy	+2,000	New	+$34.5K	﹤0.01%	2211
2020 Q2	–	Sell	-1,800	Closed	-$6K	–	2146
2020 Q1	$6K	Buy	+1,800	New	+$42.7K	﹤0.01%	1793
2017 Q1	–	Sell	-4,200	Closed	-$5K	–	4933
2016 Q4	$5K	Hold	4,200	–	–	﹤0.01%	3981
2016 Q3	$3K	Hold	4,200	–	–	﹤0.01%	4137
2016 Q2	$3K	Sell	4,200 -6,600	-61%	-$218K	﹤0.01%	3919
2016 Q1	$24K	Buy	+10,800	New	+$313K	﹤0.01%	2635
2015 Q4	–	Sell	-11,600	Closed	-$1K	–	4602
2015 Q3	$1K	Buy	+11,600	New	+$391K	﹤0.01%	4164
2015 Q2	–	Sell	-10,600	Closed	-$11K	–	3054
2015 Q1	$11K	Buy	10,600 +1,200	+13%	+$46.5K	﹤0.01%	3149
2014 Q4	$16K	Buy	+9,400	New	+$391K	﹤0.01%	2825

Other funds holding XLE

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Creative Planning's XLE Position: Q2 2026 in Review

Creative Planning reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.87% in Q2 2026, selling an estimated $225K and leaving 449,939 shares worth $23.9M. The position accounts for 0.01% of the portfolio, ranked #434.

Creative Planning first reported a position in XLE in Q2 2013 and has held it in 53 quarters since. The position peaked at $399M in Q4 2017. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Creative Planning held 449,939 shares of State Street Energy Select Sector SPDR ETF worth $23.9M as of Q2 2026.
Creative Planning sold 3,934 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $225K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #434 holding.
Creative Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Creative Planning's State Street Energy Select Sector SPDR ETF position peaked at $399M in Q4 2017.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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