Creative Planning’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-600
Closed -$1K 2120
2019
Q2
$1K Buy
+600
New +$35.1K ﹤0.01% 2012

Other funds holding XLY

Creative Planning's XLY Position: Q2 2026 in Review

Creative Planning reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.43% in Q2 2026, selling an estimated $62K and leaving 123,028 shares worth $14.4M. The position accounts for 0.01% of the portfolio, ranked #650.

Creative Planning first reported a position in XLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.5M in Q3 2025. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Creative Planning held 123,028 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $14.4M as of Q2 2026.
  • Creative Planning sold 531 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $62K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #650 holding.
  • Creative Planning first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $14.5M in Q3 2025.
  • 1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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