How many shares of BWX does Creative Planning own?

As of 2026-Q2, Creative Planning holds 1.3M shares of BWX (SPDR SERIES TRUST).

What is Creative Planning's BWX position worth?

As of 2026-Q2, Creative Planning's BWX position is worth $27.2M.

In 2026-Q2, Creative Planning decreased their BWX position (-7.0% change in shares).

Based on available 13F filings, Creative Planning first reported a position in BWX in 2018-Q4. They have held the position across 31 quarters.

Position history for Creative Planning's holdings in SPDR SERIES TRUST

Current Value

$27.2M

Current Shares

1.3M

Total Value Change

+$22.8M

Total Shares Change

+1.1M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.3M	-7.0%	$27.2M	0.0%	$21.59	0
2026-Q1	Increased	1.4M	+22.8%	$29.6M	0.0%	$21.73	35
2025-Q4	Increased	1.1M	+10.3%	$24.8M	0.0%	$22.23	32
2025-Q3	Increased	997,078	+23.6%	$22.9M	0.0%	$22.51	35
2025-Q2	Decreased	806,718	-19.1%	$18.9M	0.0%	$22.86	0
2025-Q1	Increased	997,584	+5.7%	$21.8M	0.0%	$21.17	30
2024-Q4	Decreased	943,607	-1.1%	$20.2M	0.0%	$20.64	0
2024-Q3	Increased	954,538	+3.5%	$22.3M	0.0%	$22.40	30
2024-Q2	Increased	921,974	+3.6%	$19.8M	0.0%	$20.45	29
2024-Q1	Increased	890,038	+10.7%	$19.8M	0.0%	$21.12	31
2023-Q4	Increased	804,252	+5.8%	$18.6M	0.0%	$21.94	30
2023-Q3	Increased	760,063	+14.9%	$16.1M	0.0%	$20.00	32
2023-Q2	Increased	661,537	+12.8%	$14.9M	0.0%	$21.14	32
2023-Q1	Increased	586,429	+7.7%	$13.6M	0.0%	$21.58	30
2022-Q4	Increased	544,525	+14.9%	$12.2M	0.0%	$20.88	32
2022-Q3	Decreased	474,056	-2.7%	$9.9M	0.0%	$19.30	0
2022-Q2	Decreased	487,425	-18.9%	$11.3M	0.0%	$21.39	0
2022-Q1	Decreased	601,312	-11.4%	$15.7M	0.0%	$23.99	0
2021-Q4	Increased	678,864	+6.7%	$19.2M	0.0%	$26.01	30
2021-Q3	Increased	636,108	+9.4%	$18.3M	0.0%	$26.33	31
2021-Q2	Decreased	581,401	-22.6%	$17.1M	0.0%	$26.84	0
2021-Q1	Increased	750,684	+18.2%	$21.9M	0.0%	$26.59	33
2020-Q4	Increased	634,982	+229.7%	$19.8M	0.0%	$28.46	46
2020-Q3	Decreased	192,583	-44.4%	$5.7M	0.0%	$26.95	0
2020-Q2	Increased	346,122	+122.4%	$10M	0.0%	$26.20	45
2020-Q1	Decreased	155,657	-11.8%	$4.3M	0.0%	$25.12	0
2019-Q4	Increased	176,507	+3.5%	$5.1M	0.0%	$25.99	28
2019-Q3	Increased	170,618	+2.4%	$4.9M	0.0%	$25.79	28
2019-Q2	Increased	166,653	+4.3%	$4.8M	0.0%	$25.92	28
2019-Q1	Increased	159,766	+0.2%	$4.5M	0.0%	$24.91	27
2018-Q4	New	159,459	-	$4.4M	0.0%	$24.61	37