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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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.