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

Creative Planning’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-400	Closed	-$3K	–	2624
2022 Q3	$3K	Buy	+400	New	+$31.3K	﹤0.01%	2278
2020 Q2	–	Sell	-400	Closed	-$2K	–	2150
2020 Q1	$2K	Buy	+400	New	+$23.6K	﹤0.01%	1832
2018 Q4	–	Sell	-6,000	Closed	-$2K	–	2134
2018 Q3	$2K	Buy	+6,000	New	+$342K	﹤0.01%	2046

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creative Planning's XLY Position: Q1 2026 in Review

Creative Planning increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3% in Q1 2026, buying an estimated $416K and bringing the position to 123,559 shares worth $13.5M. The position accounts for 0.01% of the portfolio, ranked #572.

Creative Planning first reported a position in XLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.5M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Creative Planning held 123,559 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $13.5M as of Q1 2026.
Creative Planning bought 3,558 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $416K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #572 holding.
Creative Planning first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
Creative Planning's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $14.5M in Q3 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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