Creative Planning’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Creative Planning’s Portfolio XSW Stock Details XSW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$386K	Buy	2,245 +3	+0.1%	+$478	﹤0.01%	3389
2026 Q1	$319K	Hold	2,242	–	–	﹤0.01%	3380
2025 Q4	$420K	Buy	2,242 +53	+2%	+$10.2K	﹤0.01%	2988
2025 Q3	$433K	Buy	2,189 +120	+6%	+$22.9K	﹤0.01%	2842
2025 Q2	$393K	Hold	2,069	–	–	﹤0.01%	2674
2025 Q1	$331K	Sell	2,069 -126	-6%	-$23K	﹤0.01%	2662
2024 Q4	$415K	Buy	2,195 +7	+0.3%	+$1.27K	﹤0.01%	2399
2024 Q3	$352K	Hold	2,188	–	–	﹤0.01%	2398
2024 Q2	$331K	Hold	2,188	–	–	﹤0.01%	2269
2024 Q1	$341K	Sell	2,188 -172	-7%	-$25.9K	﹤0.01%	2143
2023 Q4	$355K	Buy	2,360 +172	+8%	+$22.9K	﹤0.01%	1970
2023 Q3	$278K	Hold	2,188	–	–	﹤0.01%	1998
2023 Q2	$292K	Hold	2,188	–	–	﹤0.01%	1933
2023 Q1	$269K	Hold	2,188	–	–	﹤0.01%	1893
2022 Q4	$238K	Hold	2,188	–	–	﹤0.01%	1904
2022 Q3	$234K	Buy	2,188 +26	+1%	+$3.08K	﹤0.01%	1803
2022 Q2	$240K	Buy	2,162 +3	+0.1%	+$375	﹤0.01%	1767
2022 Q1	$318K	Buy	+2,159	New	+$315K	﹤0.01%	1602
2017 Q3	–	Sell	-40	Closed	-$3K	–	3758
2017 Q2	$3K	Hold	40	–	–	﹤0.01%	4216
2017 Q1	$2K	Hold	40	–	–	﹤0.01%	4327
2016 Q4	$2K	Buy	+40	New	+$2.19K	﹤0.01%	4318

Other funds holding XSW

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

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

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

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

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Creative Planning's XSW Position: Q2 2026 in Review

Creative Planning increased its State Street SPDR S&P Software & Services ETF (XSW) stake by 0.13% in Q2 2026, buying an estimated $478 and bringing the position to 2,245 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #3389.

Creative Planning first reported a position in XSW in Q4 2016 and has held it in 21 quarters since. The position peaked at $433K in Q3 2025. 131 funds tracked by Wall St. Rank hold XSW as of Q2 2026.

Creative Planning held 2,245 shares of State Street SPDR S&P Software & Services ETF worth $386K as of Q2 2026.
Creative Planning bought 3 State Street SPDR S&P Software & Services ETF shares in Q2 2026, an estimated $478.
State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3389 holding.
Creative Planning first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2016 and has held it in 21 quarters since.
Creative Planning's State Street SPDR S&P Software & Services ETF position peaked at $433K in Q3 2025.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q2 2026.

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