Creative Planning’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Creative Planning’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,300	Closed	-$8.5K	–	2794
2022 Q4	$8.5K	Buy	+4,300	New	+$145K	﹤0.01%	2366
2021 Q1	–	Sell	-900	Closed	-$4K	–	2743
2020 Q4	$4K	Sell	900 -100	-10%	-$2.67K	﹤0.01%	2277
2020 Q3	$1K	Buy	+1,000	New	+$24.3K	﹤0.01%	2136
2018 Q4	–	Sell	-1,000	Closed	-$2K	–	2131
2018 Q3	$2K	Hold	1,000	–	–	﹤0.01%	2045
2018 Q2	$1K	Hold	1,000	–	–	﹤0.01%	2034
2018 Q1	$2K	Buy	+1,000	New	+$28.8K	﹤0.01%	1996
2017 Q3	–	Sell	-1,000	Closed	-$5K	–	3743
2017 Q2	$5K	Sell	1,000 -2,000	-67%	-$47.5K	﹤0.01%	4014
2017 Q1	$7K	Buy	3,000 +2,000	+200%	+$47.9K	﹤0.01%	3816
2016 Q4	$4K	Buy	+1,000	New	+$21.5K	﹤0.01%	4075
2016 Q3	–	Sell	-22,783	Closed	-$1K	–	4755
2016 Q2	$1K	Hold	22,783	–	–	﹤0.01%	4229
2016 Q1	$2K	Buy	22,783 +11,392	+100%	+$217K	﹤0.01%	4002
2015 Q4	$5K	Buy	+11,391	New	+$240K	﹤0.01%	3705

Other funds holding XLF

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Creative Planning's XLF Position: Q1 2026 in Review

Creative Planning increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.7% in Q1 2026, buying an estimated $473K and bringing the position to 527,397 shares worth $26M. The position accounts for 0.02% of the portfolio, ranked #345.

Creative Planning first reported a position in XLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $29.4M in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Creative Planning held 527,397 shares of State Street Financial Select Sector SPDR ETF worth $26M as of Q1 2026.
Creative Planning bought 9,069 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $473K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Creative Planning's portfolio in Q1 2026, its #345 holding.
Creative Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
Creative Planning's State Street Financial Select Sector SPDR ETF position peaked at $29.4M in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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