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SPWOSPWO
5 quarters

Position history for Creative PlanningCreative Planning's holdings in SP FUNDS TRUST

Creative Planning holds 16,611 shares of SPWO (SP FUNDS TRUST), worth $574,411 as of 2026-Q2. The position was increased (+8.0% shares). SPWO represents 0.0% of Creative Planning's portfolio.

Current Value

$574,411

Current Shares

16,611

Total Value Change

+$202,620

Total Shares Change

+1,380

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
16,611
+8.0%
$574,4110.0%$34.53
26
2026-Q1
Increased
15,384
+0.2%
$433,8370.0%$28.09
24
2025-Q4
Increased
15,347
+0.5%
$418,9610.0%$27.12
24
2025-Q3
Increased
15,277
+0.3%
$407,1400.0%$26.35
24
2025-Q2
New
15,231
-
$371,7910.0%$24.06
33

Other major holders of SPWO: Tidal Investments LLC, JANE STREET GROUP, LLC, TD Waterhouse Canada Inc.

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