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

Creative Planning holds 2.8M shares of SPSM (SPDR SERIES TRUST), worth $160.1M as of 2026-Q2. The position was decreased (-0.9% shares). SPSM represents 0.1% of Creative Planning's portfolio.

Current Value

$160.1M

Current Shares

2.8M

Total Value Change

+$19M

Total Shares Change

-324,728

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.8M
-0.9%
$160.1M0.1%$57.67
0
2026-Q1
Increased
2.8M
+0.3%
$135.4M0.1%$48.15
30
2025-Q4
Decreased
2.8M
-1.3%
$130.9M0.1%$46.53
0
2025-Q3
Decreased
2.8M
-1.0%
$131.1M0.1%$45.76
0
2025-Q2
Decreased
2.9M
-5.2%
$121.8M0.1%$41.92
0
2025-Q1
Decreased
3M
-3.8%
$122.9M0.1%$39.94
0
2024-Q4
Increased
3.1M
+1.1%
$140.8M0.1%$43.85
36
2024-Q3
Decreased
3.1M
-1.3%
$141.1M0.1%$44.15
0

Other major holders of SPSM: LPL Financial LLC, Financial Engines Advisors L.L.C.

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