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
2022 Q3	–	Sell	-60,000	Closed	-$92K	–	2459
2022 Q2	$92K	Buy	+60,000	New	+$2.07M	﹤0.01%	1981
2019 Q1	–	Sell	-9,000	Closed	-$17K	–	2098
2018 Q4	$17K	Buy	9,000 +4,000	+80%	+$104K	﹤0.01%	1801
2018 Q3	$4K	Sell	5,000 -500	-9%	-$14K	﹤0.01%	2022
2018 Q2	$7K	Buy	+5,500	New	+$152K	﹤0.01%	1967

Other funds holding XLF

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

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning's XLF Position: Q2 2026 in Review

Creative Planning reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.9% in Q2 2026, selling an estimated $1.63M and leaving 496,024 shares worth $26.6M. The position accounts for 0.02% of the portfolio, ranked #400.

Creative Planning first reported a position in XLF in Q2 2013 and has held it in 53 quarters since. The position peaked at $29.4M in Q3 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Creative Planning held 496,024 shares of State Street Financial Select Sector SPDR ETF worth $26.6M as of Q2 2026.
Creative Planning sold 31,373 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.63M.
State Street Financial Select Sector SPDR ETF made up 0.02% of Creative Planning's portfolio in Q2 2026, its #400 holding.
Creative Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Creative Planning's State Street Financial Select Sector SPDR ETF position peaked at $29.4M in Q3 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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