Creative Planning’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,000
Closed -$4K 2107
2019
Q4
$4K Buy
+1,000
New +$96.2K ﹤0.01% 1940

Other funds holding XLV

Creative Planning's XLV Position: Q2 2026 in Review

Creative Planning increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.3% in Q2 2026, buying an estimated $491K and bringing the position to 145,102 shares worth $23M. The position accounts for 0.01% of the portfolio, ranked #456.

Creative Planning first reported a position in XLV in Q2 2013 and has held it in 53 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Creative Planning held 145,102 shares of State Street Health Care Select Sector SPDR ETF worth $23M as of Q2 2026.
  • Creative Planning bought 3,300 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $491K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #456 holding.
  • Creative Planning first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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