Creative Planning’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Creative Planning's XLU Position: Q2 2026 in Review
Creative Planning increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 17% in Q2 2026, buying an estimated $1.71M and bringing the position to 255,905 shares worth $11.6M. The position accounts for 0.01% of the portfolio, ranked #781.
Creative Planning first reported a position in XLU in Q2 2013 and has held it in 53 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Creative Planning held 255,905 shares of State Street Utilities Select Sector SPDR ETF worth $11.6M as of Q2 2026.
- Creative Planning bought 37,859 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.71M.
- State Street Utilities Select Sector SPDR ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #781 holding.
- Creative Planning first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
- 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.