Creative Planning

Position in XLRE — State Street(R) Real Estate Select Sector SPDR(R) ETF

CIK 1540235 OVERLAND PARK, KS

All Filings in XLRE

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 XLRE	$1,958,277,271	47,961,726	+7.8%	Shares	Defined	2026-05-12
2025-12-31 XLRE	$1,795,299,651	44,493,176	+9.3%	Shares	Sole	2026-02-17
2025-09-30 XLRE	$1,714,901,269	40,704,991	+8.9%	Shares	Sole	2025-11-14
2025-06-30 XLRE	$1,548,539,220	37,386,268	+8.3%	Shares	Defined	2025-08-08
2025-03-31 XLRE	$1,444,130,587	34,507,302	+8.1%	Shares	Sole	2025-05-15
2024-12-31 XLRE	$1,298,497,850	31,927,658	+9.5%	Shares	Defined	2025-02-14
2024-09-30 XLRE	$1,302,010,113	29,147,305	+6.4%	Shares	Defined	2024-10-11
2024-06-30 XLRE	$1,052,322,994	27,397,114	+12.1%	Shares	Defined	2024-08-15
2024-03-31 XLRE	$966,267,248	24,443,897	+22.9%	Shares	Sole	2024-05-13
2023-12-31 XLRE	$796,808,382	19,890,374	+31.5%	Shares	Defined	2024-02-14
2023-09-30 XLRE	$515,276,826	15,124,063	+34.8%	Shares	Defined	2023-11-16
2023-06-30 XLRE	$422,860,391	11,219,432	+69.6%	Shares	Defined	2023-07-21
2023-06-30 XLRE	$945	300	—	Put	Sole	2023-07-21
2023-03-31 XLRE	$247,267,989	6,614,981	+130.9%	Shares	Sole	2023-05-15
2022-12-31 XLRE	$105,814,605	2,865,275	+14133.9%	Shares	Sole	2023-02-10
2022-09-30 XLRE	$724,881	20,130	-28.1%	Shares	Sole	2022-11-03
2022-06-30 XLRE	$1,143,548	27,987	+14.8%	Shares	Sole	2022-08-15
2022-03-31 XLRE	$1,178,379	24,387	+16.2%	Shares	Sole	2022-05-16
2021-12-31 XLRE	$1,087,025	20,981	-2.6%	Shares	Sole	2022-02-11
2021-09-30 XLRE	$957,764	21,547	+12.6%	Shares	Sole	2021-11-10
2021-06-30 XLRE	$848,476	19,140	-8.8%	Shares	Sole	2021-08-04
2021-03-31 XLRE	$829,171	20,997	+1.9%	Shares	Sole	2021-04-30
2020-12-31 XLRE	$753,465	20,609	+29.7%	Shares	Sole	2021-01-29
2020-09-30 XLRE	$560,581	15,894	+1.3%	Shares	Sole	2020-11-05
2020-06-30 XLRE	$546,238	15,692	-1.7%	Shares	Sole	2020-07-23
2020-03-31 XLRE	$494,946	15,966	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.