Back to Creative Planning Creative Planning

BWZBWZ
22 quarters

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

Creative Planning holds 128,810 shares of BWZ (SPDR SERIES TRUST), worth $3.5M as of 2026-Q1. The position was increased (+3.4% shares). BWZ represents 0.0% of Creative Planning's portfolio.

Current Value

$3.5M

Current Shares

128,810

Total Value Change

-$9.6M

Total Shares Change

-269,524

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
128,810
+3.4%
$3.5M0.0%$26.68
27
2025-Q4
Increased
124,634
+1.4%
$3.4M0.0%$27.08
27
2025-Q3
Increased
122,887
+14.2%
$3.4M0.0%$27.30
30
2025-Q2
Increased
107,624
+10.9%
$3M0.0%$27.40
29
2025-Q1
Increased
97,021
+3.0%
$2.5M0.0%$25.51
27
2024-Q4
Decreased
94,233
-5.5%
$2.4M0.0%$24.52
0
2024-Q3
Increased
99,761
+1.1%
$2.7M0.0%$26.42
26
2024-Q2
Decreased
98,628
-1.9%
$2.5M0.0%$24.45
0
2024-Q1
Decreased
100,589
-2.8%
$2.7M0.0%$24.99
0
2023-Q4
Decreased
103,459
-9.5%
$2.8M0.0%$25.89
0
2023-Q3
Decreased
114,350
-9.4%
$2.9M0.0%$24.18
0
2023-Q2
Decreased
126,234
-1.4%
$3.4M0.0%$24.96
0
2023-Q1
Decreased
127,976
-1.2%
$3.5M0.0%$25.39
0
2022-Q4
Increased
129,474
+2.1%
$3.5M0.0%$25.14
27
2022-Q3
Decreased
126,832
-0.1%
$3.2M0.0%$23.15
0
2022-Q2
Decreased
126,922
-38.3%
$3.4M0.0%$24.94
0
2022-Q1
Decreased
205,603
-33.1%
$6M0.0%$26.93
0
2021-Q4
Decreased
307,536
-10.3%
$9.3M0.0%$28.11
0
2021-Q3
Decreased
342,863
-3.2%
$10.7M0.0%$28.59
0
2021-Q2
Decreased
354,176
-6.8%
$11.2M0.0%$29.19
0
2021-Q1
Decreased
379,846
-4.6%
$12M0.0%$28.96
0
2020-Q4
New
398,334
-
$13.1M0.0%$30.18
39

Other major holders of BWZ: ASSETMARK, INC, ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used