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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Creative Planning's XLI Position: Q1 2026 in Review

Creative Planning increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.28% in Q1 2026, buying an estimated $71.2K and bringing the position to 153,549 shares worth $24.8M. The position accounts for 0.02% of the portfolio, ranked #360.

Creative Planning first reported a position in XLI in Q2 2013 and has held it in 51 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Creative Planning held 153,549 shares of State Street Industrial Select Sector SPDR ETF worth $24.8M as of Q1 2026.
Creative Planning bought 424 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $71.2K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Creative Planning's portfolio in Q1 2026, its #360 holding.
Creative Planning first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 51 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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