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: Q1 2026 in Review
Creative Planning increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.4% in Q1 2026, buying an estimated $320K and bringing the position to 218,046 shares worth $10M. The position accounts for 0.01% of the portfolio, ranked #692.
Creative Planning first reported a position in XLU in Q2 2013 and has held it in 52 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Creative Planning held 218,046 shares of State Street Utilities Select Sector SPDR ETF worth $10M as of Q1 2026.
- Creative Planning bought 7,139 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $320K.
- State Street Utilities Select Sector SPDR ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #692 holding.
- Creative Planning first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
- 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.