Creative Planning
Position in XLSR — State Street(R) US Sector Rotation ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in XLSR
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XLSR | $394,941 | 6,840 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 XLSR | $426,449 | 6,844 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 XLSR | $407,732 | 6,840 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 XLSR | $375,652 | 6,840 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 XLSR | $347,266 | 6,840 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 XLSR | $365,529 | 6,840 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 XLSR | $354,551 | 6,840 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 XLSR | $348,087 | 6,840 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 XLSR | $326,058 | 6,540 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 XLSR | $299,257 | 6,540 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 XLSR | $274,775 | 6,658 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 XLSR | $284,831 | 6,569 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 XLSR | $263,745 | 6,569 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 XLSR | $254,471 | 6,540 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 XLSR | $238,442 | 6,640 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 XLSR | $250,794 | 6,586 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 XLSR | $233,095 | 5,149 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||