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BWZBWZ
23 quarters

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

Creative Planning holds 136,069 shares of BWZ (SPDR SERIES TRUST), worth $3.6M as of 2026-Q2. The position was increased (+5.6% shares). BWZ represents 0.0% of Creative Planning's portfolio.

Current Value

$3.6M

Current Shares

136,069

Total Value Change

-$9.4M

Total Shares Change

-262,265

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
136,069
+5.6%
$3.6M0.0%$26.65
28
2026-Q1
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

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