Question 1

How many shares of SPMD does Creative Planning own?

Accepted Answer

As of 2026-Q2, Creative Planning holds 101.2M shares of SPMD (SPDR PORTFOLIO S&P 400 MID C).

Question 2

What is Creative Planning's SPMD position worth?

Accepted Answer

As of 2026-Q2, Creative Planning's SPMD position is worth $6.8B.

Question 3

Is Creative Planning buying or selling SPMD?

Accepted Answer

In 2026-Q2, Creative Planning increased their SPMD position (+4.8% change in shares).

Question 4

When did Creative Planning first buy SPMD?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in SPMD in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	101.2M	+4.8%	$6.8B	4.0%	$67.56	61
2026-Q1	Increased	96.6M	+4.3%	$5.7B	3.9%	$59.03	61
2025-Q4	Increased	92.7M	+5.3%	$5.4B	3.8%	$57.54	62
2025-Q3	Increased	88M	+5.9%	$5B	3.8%	$56.62	62
2025-Q2	Increased	83.1M	+3.6%	$4.5B	3.9%	$53.65	61
2025-Q1	Increased	80.1M	+4.1%	$4.1B	3.9%	$50.29	61
2024-Q4	Increased	77M	+5.1%	$4.2B	4.1%	$53.56	62
2024-Q3	Increased	73.3M	+5.0%	$4B	4.0%	$53.34	62

SPMDShowing 8 of 31 quarters

SPMD
Showing 8 of 31 quarters