SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 427,301 Value ($000) $19,105 Avg Close — Range —
Q3 2025
Shares 198,556 Value ($000) $17,739 Avg Close — Range —
Q2 2025
Shares 196,866 Value ($000) $16,696 Avg Close — Range —
Q1 2025
Shares 219,182 Value ($000) $20,483 Avg Close — Range —
Q4 2024
Shares 202,086 Value ($000) $17,311 Avg Close — Range —
Q3 2024
Shares 188,018 Value ($000) $16,508 Avg Close — Range —
Q2 2024
Shares 185,415 Value ($000) $16,901 Avg Close — Range —
Q1 2024
Shares 191,306 Value ($000) $18,061 Avg Close — Range —
Q4 2023
Shares 206,021 Value ($000) $17,273 Avg Close — Range —
Q3 2023
Shares 169,493 Value ($000) $15,320 Avg Close — Range —
Q2 2023
Shares 134,995 Value ($000) $10,958 Avg Close — Range —
Q1 2023
Shares 151,529 Value ($000) $12,551 Avg Close — Range —
Q4 2022
Shares 138,208 Value ($000) $12,089 Avg Close — Range —
Q3 2022
Shares 131,336 Value ($000) $9,459 Avg Close — Range —
Q2 2022
Shares 126,444 Value ($000) $9,042 Avg Close — Range —
Q1 2022
Shares 137,922 Value ($000) $10,543 Avg Close — Range —
Q4 2021
Shares 123,393 Value ($000) $6,848 Avg Close — Range —
Q3 2021
Shares 113,285 Value ($000) $5,901 Avg Close — Range —
Q2 2021
Shares 102,165 Value ($000) $5,504 Avg Close — Range —
Q1 2021
Shares 109,916 Value ($000) $5,392 Avg Close — Range —
Q4 2020
Shares 115,091 Value ($000) $4,362 Avg Close — Range —
Q3 2020
Shares 121,985 Value ($000) $3,653 Avg Close — Range —
Q2 2020
Shares 97,407 Value ($000) $3,687 Avg Close — Range —
Q1 2020
Shares 156,100 Value ($000) $4,536 Avg Close — Range —
Q4 2019
Shares 255,146 Value ($000) $15,319 Avg Close — Range —
Q3 2019
Shares 336,465 Value ($000) $19,919 Avg Close — Range —
Q2 2019
Shares 447,178 Value ($000) $28,490 Avg Close — Range —
Q1 2019
Shares 1,291,838 Value ($000) $85,416 Avg Close — Range —
Q4 2018
Shares 1,794,523 Value ($000) $102,916 Avg Close — Range —
Q3 2018
Shares 2,615,664 Value ($000) $198,110 Avg Close — Range —
Q2 2018
Shares 3,483,695 Value ($000) $264,552 Avg Close — Range —
Q1 2018
Shares 4,382,309 Value ($000) $295,411 Avg Close — Range —
Q4 2017
Shares 5,519,532 Value ($000) $398,841 Avg Close — Range —
Q3 2017
Shares 5,672,862 Value ($000) $388,478 Avg Close — Range —
Q2 2017
Shares 5,097,694 Value ($000) $330,942 Avg Close — Range —
Q1 2017
Shares 4,623,452 Value ($000) $323,179 Avg Close — Range —
Q4 2016
Shares 4,258,735 Value ($000) $320,768 Avg Close — Range —
Q3 2016
Shares 3,989,181 Value ($000) $281,676 Avg Close — Range —
Q2 2016
Shares 3,721,777 Value ($000) $253,974 Avg Close — Range —
Q1 2016
Shares 3,387,249 Value ($000) $209,637 Avg Close — Range —
Q4 2015
Shares 3,046,584 Value ($000) $183,770 Avg Close — Range —
Q3 2015
Shares 2,224,625 Value ($000) $136,147 Avg Close — Range —
Q2 2015
Shares 1,547,271 Value ($000) $116,293 Avg Close — Range —
Q1 2015
Shares 1,324,593 Value ($000) $102,762 Avg Close — Range —
Q4 2014
Shares 1,129,285 Value ($000) $89,394 Avg Close — Range —
Q3 2014
Shares 699,608 Value ($000) $63,398 Avg Close — Range —
Q2 2014
Shares 550,330 Value ($000) $55,088 Avg Close — Range —
Q1 2014
Shares 473,184 Value ($000) $42,142 Avg Close — Range —
Q4 2013
Shares 436,517 Value ($000) $38,636 Avg Close — Range —
Q3 2013
Shares 449,052 Value ($000) $37,230 Avg Close — Range —
Q2 2013
Shares 474,944 Value ($000) $37,188 Avg Close — Range —