Question 1

How many shares of SPHY does Creative Planning own?

Accepted Answer

As of 2026-Q2, Creative Planning holds 4.6M shares of SPHY (SPDR SERIES TRUST).

Question 2

What is Creative Planning's SPHY position worth?

Accepted Answer

As of 2026-Q2, Creative Planning's SPHY position is worth $107.7M.

Question 3

Is Creative Planning buying or selling SPHY?

Accepted Answer

In 2026-Q2, Creative Planning decreased their SPHY position (-3.1% change in shares).

Question 4

When did Creative Planning first buy SPHY?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in SPHY in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	4.6M	-3.1%	$107.7M	0.1%	$23.30	0
2026-Q1	Increased	4.7M	+5139.1%	$110.5M	0.1%	$22.78	48
2025-Q4	Increased	90,457	+8.7%	$2.1M	0.0%	$22.85	28
2025-Q3	Increased	83,183	+20.1%	$2M	0.0%	$22.56	31
2025-Q2	Increased	69,278	+87.9%	$1.6M	0.0%	$22.02	40
2025-Q1	Decreased	36,870	-7.1%	$863,506	0.0%	$21.26	0
2024-Q4	New	39,669	-	$931,025	0.0%	$21.04	35

SPHY7 quarters

SPHY
7 quarters