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: Q1 2026 in Review

Creative Planning increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.6% in Q1 2026, buying an estimated $758K and bringing the position to 141,802 shares worth $20.8M. The position accounts for 0.01% of the portfolio, ranked #427.

Creative Planning first reported a position in XLV in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.2M in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Creative Planning held 141,802 shares of State Street Health Care Select Sector SPDR ETF worth $20.8M as of Q1 2026.
  • Creative Planning bought 4,913 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $758K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #427 holding.
  • Creative Planning first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's State Street Health Care Select Sector SPDR ETF position peaked at $21.2M in Q4 2025.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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