SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 120,001 Value ($000) $14,329 Avg Close Range
Q3 2025
Shares 60,360 Value ($000) $14,465 Avg Close Range
Q2 2025
Shares 53,245 Value ($000) $11,572 Avg Close Range
Q1 2025
Shares 45,505 Value ($000) $8,985 Avg Close Range
Q4 2024
Shares 42,531 Value ($000) $9,542 Avg Close Range
Q3 2024
Shares 42,827 Value ($000) $8,581 Avg Close Range
Q2 2024
Shares 41,988 Value ($000) $7,659 Avg Close Range
Q1 2024
Shares 42,605 Value ($000) $7,835 Avg Close Range
Q4 2023
Shares 41,802 Value ($000) $7,475 Avg Close Range
Q3 2023
Shares 37,905 Value ($000) $6,102 Avg Close Range
Q2 2023
Shares 36,079 Value ($000) $6,127 Avg Close Range
Q1 2023
Shares 35,397 Value ($000) $5,293 Avg Close Range
Q4 2022
Shares 36,135 Value ($000) $4,667 Avg Close Range
Q3 2022
Shares 34,134 Value ($000) $4,862 Avg Close Range
Q2 2022
Shares 33,868 Value ($000) $4,656 Avg Close Range
Q1 2022
Shares 33,471 Value ($000) $6,192 Avg Close Range
Q4 2021
Shares 32,616 Value ($000) $6,668 Avg Close Range
Q3 2021
Shares 31,097 Value ($000) $5,580 Avg Close Range
Q2 2021
Shares 31,086 Value ($000) $5,550 Avg Close Range
Q1 2021
Shares 34,618 Value ($000) $5,818 Avg Close Range
Q4 2020
Shares 32,895 Value ($000) $5,289 Avg Close Range
Q3 2020
Shares 29,092 Value ($000) $4,276 Avg Close Range
Q2 2020
Shares 26,213 Value ($000) $3,348 Avg Close Range
Q1 2020
Shares 33,176 Value ($000) $3,254 Avg Close Range
Q4 2019
Shares 73,521 Value ($000) $9,221 Avg Close Range
Q3 2019
Shares 68,806 Value ($000) $8,305 Avg Close Range
Q2 2019
Shares 29,833 Value ($000) $3,556 Avg Close Range
Q1 2019
Shares 28,593 Value ($000) $3,255 Avg Close Range
Q4 2018
Shares 24,449 Value ($000) $2,421 Avg Close Range
Q3 2018
Shares 24,670 Value ($000) $2,892 Avg Close Range
Q2 2018
Shares 23,276 Value ($000) $2,544 Avg Close Range
Q1 2018
Shares 20,958 Value ($000) $2,123 Avg Close Range
Q4 2017
Shares 21,386 Value ($000) $2,111 Avg Close Range
Q3 2017
Shares 20,281 Value ($000) $1,827 Avg Close Range
Q2 2017
Shares 20,103 Value ($000) $1,802 Avg Close Range
Q1 2017
Shares 19,832 Value ($000) $1,744 Avg Close Range
Q4 2016
Shares 22,826 Value ($000) $1,858 Avg Close Range
Q3 2016
Shares 14,873 Value ($000) $1,190 Avg Close Range
Q2 2016
Shares 12,567 Value ($000) $981 Avg Close Range
Q1 2016
Shares 11,455 Value ($000) $906 Avg Close Range
Q4 2015
Shares 10,918 Value ($000) $853 Avg Close Range
Q3 2015
Shares 10,101 Value ($000) $750 Avg Close Range
Q2 2015
Shares 10,398 Value ($000) $795 Avg Close Range
Q1 2015
Shares 10,671 Value ($000) $804 Avg Close Range
Q4 2014
Shares 9,922 Value ($000) $716 Avg Close Range
Q3 2014
Shares 9,052 Value ($000) $604 Avg Close Range
Q2 2014
Shares 21,823 Value ($000) $1,456 Avg Close Range
Q1 2014
Shares 20,936 Value ($000) $1,355 Avg Close Range
Q4 2013
Shares 17,618 Value ($000) $1,177 Avg Close Range
Q3 2013
Shares 15,338 Value ($000) $930 Avg Close Range
Q2 2013
Shares 5,019 Value ($000) $283 Avg Close Range