Creative Planning’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-400
Closed -$16.4K 3331
2024
Q2
$16.4K Buy
+400
New +$42.1K ﹤0.01% 2996
2022
Q4
Sell
-1,200
Closed -$1K 2623
2022
Q3
$1K Buy
+1,200
New +$81.9K ﹤0.01% 2313

Other funds holding XLK

Creative Planning's XLK Position: Q1 2026 in Review

Creative Planning increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.7% in Q1 2026, buying an estimated $2M and bringing the position to 550,059 shares worth $73.1M. The position accounts for 0.05% of the portfolio, ranked #162.

Creative Planning first reported a position in XLK in Q2 2013 and has held it in 52 quarters since. The position peaked at $77.1M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Creative Planning held 550,059 shares of State Street Technology Select Sector SPDR ETF worth $73.1M as of Q1 2026.
  • Creative Planning bought 14,207 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $2M.
  • State Street Technology Select Sector SPDR ETF made up 0.05% of Creative Planning's portfolio in Q1 2026, its #162 holding.
  • Creative Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's State Street Technology Select Sector SPDR ETF position peaked at $77.1M in Q4 2025.
  • 2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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