Creative Planning’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Creative Planning’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-600	Closed	-$1K	–	2622
2022 Q3	$1K	Buy	+600	New	+$55.2K	﹤0.01%	2312
2021 Q1	–	Sell	-500	Closed	-$4K	–	2744
2020 Q4	$4K	Buy	+500	New	+$42.1K	﹤0.01%	2278
2017 Q1	–	Sell	-1,000	Closed	-$2K	–	4934
2016 Q4	$2K	Buy	+1,000	New	+$60.2K	﹤0.01%	4317

Other funds holding XLI

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Creative Planning's XLI Position: Q2 2026 in Review

Creative Planning increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.17% in Q2 2026, buying an estimated $44.1K and bringing the position to 153,803 shares worth $28.5M. The position accounts for 0.02% of the portfolio, ranked #378.

Creative Planning first reported a position in XLI in Q2 2013 and has held it in 52 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Creative Planning held 153,803 shares of State Street Industrial Select Sector SPDR ETF worth $28.5M as of Q2 2026.
Creative Planning bought 254 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $44.1K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Creative Planning's portfolio in Q2 2026, its #378 holding.
Creative Planning first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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