Creative Planning's ownership history for XLE

Creative Planning currently holds 198.6K shares with a market value of $17.7M. It started holding XLE on 2024-09-30. At its peak, it held 219.2K shares on 2025-03-31. Its highest holding value was $20.5M on 2025-03-31. At its lowest, it held 188.0K shares on 2024-09-30, with a value of $16.5M on 2024-09-30. In the recent 180 days, Creative Planning has decreased its shares by 20.6K. In the recent year, Creative Planning has increased its shares by 10.5K.

It has also owned 3 contracts of calls, with the market value of the underlying securities totaling $6.1K on 2025-09-30. At its peak, it held 3 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $6.1K on 2025-09-30. At its lowest, it held 3 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $6.1K on 2025-09-30.