Creative Planning Financial Sector Spdr Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Financial Sector Spdr stock. As of the latest transaction made, Creative Planning holds 545,140 shares of XLF stock, worth $28.6 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

545,140

Previous 518,404 5.16%

Holding current value

$28.6 Million

Previous $27.1 Million 8.17%

% of portfolio

0.02%

Previous 0.02%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$51.37 - $54.25 $1.37 Million - $1.45 Million	26,736 Added 5.16%	545,140 $29.4 Million
Q2 2025 Aug 08, 2025	BUY	$43.92 - $52.37 $2.8 Million - $3.34 Million	63,718 Added 14.01%	518,404 $27.1 Million
Q1 2025 May 15, 2025	BUY	$47.32 - $52.19 $2.17 Million - $2.4 Million	45,939 Added 11.24%	454,686 $22.6 Million
Q4 2024 Feb 14, 2025	BUY	$44.89 - $51.34 $687,086 - $785,810	15,306 Added 3.89%	408,747 $19.8 Million
Q3 2024 Oct 11, 2024	BUY	$40.84 - $45.74 $523,078 - $585,837	12,808 Added 3.36%	393,441 $17.8 Million

Q2 2024 Aug 15, 2024	BUY	$39.59 - $42.49 $338,177 - $362,949	8,542 Added 2.3%	380,633 $15.6 Million
Q1 2024 May 10, 2024	BUY	$37.27 - $42.12 $472,173 - $533,618	12,669 Added 3.52%	372,091 $15.7 Million
Q4 2023 Feb 14, 2024	SELL	$31.45 - $37.72 $14,875 - $17,841	-473 Reduced 0.13%	359,422 $13.5 Million
Q3 2023 Nov 16, 2023	BUY	$33.17 - $35.6 $420,993 - $451,835	12,692 Added 3.66%	359,895 $11.9 Million
Q2 2023 Jul 21, 2023	SELL	$31.55 - $33.71 $683,688 - $730,495	-21,670 Reduced 5.87%	347,203 $11.7 Million
Q1 2023 May 15, 2023	SELL	$30.98 - $37.0 $2,881 - $3,441	-93 Reduced 0.03%	368,873 $11.9 Million
Q4 2022 Feb 10, 2023	BUY	$30.29 - $36.31 $3.19 Million - $3.82 Million	105,211 Added 39.89%	368,966 $12.6 Million
Q3 2022 Nov 03, 2022	SELL	$30.36 - $35.81 $3.98 Million - $4.69 Million	-130,974 Reduced 33.18%	263,755 $8.01 Million
Q2 2022 Aug 15, 2022	BUY	$30.84 - $38.22 $4.5 Million - $5.58 Million	146,044 Added 58.73%	394,729 $12.4 Million
Q1 2022 May 16, 2022	BUY	$35.66 - $41.42 $2.34 Million - $2.72 Million	65,710 Added 35.91%	248,685 $9.53 Million
Q4 2021 Feb 11, 2022	SELL	$37.54 - $40.62 $276,932 - $299,653	-7,377 Reduced 3.88%	182,975 $7.15 Million
Q3 2021 Nov 10, 2021	BUY	$35.11 - $39.0 $793,415 - $881,322	22,598 Added 13.47%	190,352 $7.14 Million
Q2 2021 Aug 04, 2021	SELL	$34.47 - $38.47 $440,802 - $491,954	-12,788 Reduced 7.08%	167,754 $6.16 Million
Q1 2021 Apr 30, 2021	BUY	$28.95 - $34.77 $750,470 - $901,342	25,923 Added 16.77%	180,542 $6.15 Million
Q4 2020 Jan 29, 2021	BUY	$23.61 - $29.48 $12,088 - $15,093	512 Added 0.33%	154,619 $4.56 Million
Q3 2020 Nov 05, 2020	BUY	$22.68 - $25.49 $288,013 - $323,697	12,699 Added 8.98%	154,107 $3.71 Million
Q2 2020 Jul 23, 2020	SELL	$19.55 - $26.74 $733,261 - $1 Million	-37,507 Reduced 20.96%	141,408 $3.27 Million
Q1 2020 May 05, 2020	SELL	$17.66 - $31.17 $313,888 - $554,015	-17,774 Reduced 9.04%	178,915 $3.73 Million
Q4 2019 Jan 30, 2020	BUY	$26.78 - $30.94 $573,922 - $663,075	21,431 Added 12.23%	196,689 $6.05 Million
Q3 2019 Nov 01, 2019	SELL	$27.86 - $28.52 $356,217 - $364,656	-12,786 Reduced 6.8%	175,258 $4.91 Million
Q2 2019 Jul 26, 2019	SELL	N/A	-24,167 Reduced 11.39%	188,044 $5.19 Million
Q1 2019 Apr 24, 2019	SELL	N/A	-8,743 Reduced 3.96%	212,211 $5.46 Million
Q4 2018 Feb 01, 2019	SELL	N/A	-21,989 Reduced 9.05%	220,954 $5.26 Million
Q3 2018 Oct 25, 2018	BUY	N/A	7,091 Added 3.01%	242,943 $6.7 Million
Q2 2018 Jul 20, 2018	BUY	N/A	26,496 Added 12.66%	235,852 $6.27 Million
Q1 2018 Apr 18, 2018	BUY	N/A	361 Added 0.17%	209,356 $5.77 Million
Q4 2017 Jan 17, 2018	BUY	N/A	40,504 Added 24.04%	208,995 $5.83 Million
Q3 2017 Oct 17, 2017	BUY	N/A	168,491	168,491 $4.36 Million

Others Institutions Holding XLF

# of Institutions

2,159

Shares Held

765M

Call Options Held

132M

Put Options Held

244M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Creative Planning Financial Sector Spdr Transaction History