SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 518,328 Value ($000) $28,389 Avg Close — Range —
Q3 2025
Shares 545,140 Value ($000) $29,367 Avg Close — Range —
Q2 2025
Shares 518,404 Value ($000) $27,149 Avg Close — Range —
Q1 2025
Shares 454,686 Value ($000) $22,648 Avg Close — Range —
Q4 2024
Shares 408,747 Value ($000) $19,755 Avg Close — Range —
Q3 2024
Shares 393,441 Value ($000) $17,831 Avg Close — Range —
Q2 2024
Shares 380,633 Value ($000) $15,648 Avg Close — Range —
Q1 2024
Shares 372,091 Value ($000) $15,672 Avg Close — Range —
Q4 2023
Shares 359,422 Value ($000) $13,514 Avg Close — Range —
Q3 2023
Shares 359,895 Value ($000) $11,938 Avg Close — Range —
Q2 2023
Shares 347,203 Value ($000) $11,704 Avg Close — Range —
Q1 2023
Shares 368,873 Value ($000) $11,859 Avg Close — Range —
Q4 2022
Shares 368,966 Value ($000) $12,619 Avg Close — Range —
Q3 2022
Shares 263,755 Value ($000) $8,008 Avg Close — Range —
Q2 2022
Shares 394,729 Value ($000) $12,414 Avg Close — Range —
Q1 2022
Shares 248,685 Value ($000) $9,529 Avg Close — Range —
Q4 2021
Shares 182,975 Value ($000) $7,145 Avg Close — Range —
Q3 2021
Shares 190,352 Value ($000) $7,144 Avg Close — Range —
Q2 2021
Shares 167,754 Value ($000) $6,155 Avg Close — Range —
Q1 2021
Shares 180,542 Value ($000) $6,147 Avg Close — Range —
Q4 2020
Shares 154,619 Value ($000) $4,558 Avg Close — Range —
Q3 2020
Shares 154,107 Value ($000) $3,709 Avg Close — Range —
Q2 2020
Shares 141,408 Value ($000) $3,272 Avg Close — Range —
Q1 2020
Shares 178,915 Value ($000) $3,725 Avg Close — Range —
Q4 2019
Shares 196,689 Value ($000) $6,054 Avg Close — Range —
Q3 2019
Shares 175,258 Value ($000) $4,907 Avg Close — Range —
Q2 2019
Shares 188,044 Value ($000) $5,190 Avg Close — Range —
Q1 2019
Shares 212,211 Value ($000) $5,456 Avg Close — Range —
Q4 2018
Shares 220,954 Value ($000) $5,263 Avg Close — Range —
Q3 2018
Shares 242,943 Value ($000) $6,700 Avg Close — Range —
Q2 2018
Shares 235,852 Value ($000) $6,271 Avg Close — Range —
Q1 2018
Shares 209,356 Value ($000) $5,772 Avg Close — Range —
Q4 2017
Shares 208,995 Value ($000) $5,833 Avg Close — Range —
Q3 2017
Shares 168,491 Value ($000) $4,357 Avg Close — Range —
Q2 2017
Shares 171,640 Value ($000) $4,234 Avg Close — Range —
Q1 2017
Shares 168,594 Value ($000) $4,001 Avg Close — Range —
Q4 2016
Shares 136,219 Value ($000) $3,167 Avg Close — Range —
Q3 2016
Shares 103,283 Value ($000) $1,993 Avg Close — Range —
Q2 2016
Shares 85,361 Value ($000) $1,951 Avg Close — Range —
Q1 2016
Shares 85,033 Value ($000) $1,913 Avg Close — Range —
Q4 2015
Shares 89,320 Value ($000) $2,128 Avg Close — Range —
Q3 2015
Shares 73,415 Value ($000) $1,664 Avg Close — Range —
Q2 2015
Shares 72,299 Value ($000) $1,763 Avg Close — Range —
Q1 2015
Shares 71,528 Value ($000) $1,725 Avg Close — Range —
Q4 2014
Shares 78,888 Value ($000) $1,951 Avg Close — Range —
Q3 2014
Shares 57,690 Value ($000) $1,337 Avg Close — Range —
Q2 2014
Shares 65,886 Value ($000) $1,498 Avg Close — Range —
Q1 2014
Shares 47,083 Value ($000) $1,052 Avg Close — Range —
Q4 2013
Shares 39,424 Value ($000) $862 Avg Close — Range —
Q3 2013
Shares 52,021 Value ($000) $1,035 Avg Close — Range —
Q2 2013
Shares 34,740 Value ($000) $676 Avg Close — Range —