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SPHYSPHY
7 quarters

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

Yes. Creative Planning holds 4,593,718 shares of SPHY, worth $107.7M, as of its Q2 2026 13F filing. It reduced the position by 145,461 shares (-3.1%) from Q1 2026. Creative Planning has held SPHY since Q4 2024, across 7 quarterly 13F filings. SPHY is 0.1% of Creative Planning's reported 13F portfolio.

Current Value

$107.7M

Current Shares

4.6M

Total Value Change

+$106.7M

Total Shares Change

+4.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4.6M
-3.1%
$107.7M0.1%$22.89
0
2026-Q1
Increased
4.7M
+5139.1%
$110.5M0.1%$22.37
48
2025-Q4
Increased
90,457
+8.7%
$2.1M0.0%$22.44
28
2025-Q3
Increased
83,183
+20.1%
$2M0.0%$22.16
31
2025-Q2
Increased
69,278
+87.9%
$1.6M0.0%$21.63
40
2025-Q1
Decreased
36,870
-7.1%
$863,5060.0%$20.88
0
2024-Q4
New
39,669
-
$931,0250.0%$20.66
35

Other major holders of SPHY: BANK OF AMERICA CORP /DE/

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