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Position history for Creative PlanningCreative Planning's holdings in STATE STR SPDR S&P 500 ETF T

Creative Planning holds 3M shares of SPY (STATE STR SPDR S&P 500 ETF T), worth $2.2B as of 2026-Q2. The position was increased (+0.2% shares). SPY represents 1.3% of Creative Planning's portfolio.

Current Value

$2.2B

Current Shares

3M

Total Value Change

+$513.5M

Total Shares Change

-14,992

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3M
+0.2%
$2.2B1.3%$744.92
50
2026-Q1
Decreased
3M
-1.9%
$1.9B1.3%$647.06
0
2025-Q4
Increased
3M
+1.0%
$2.1B1.5%$676.64
51
2025-Q3
Increased
3M
+1.8%
$2B1.5%$659.07
51
2025-Q2
Decreased
2.9M
-1.9%
$1.8B1.5%$609.57
0
2025-Q1
Increased
3M
+1.6%
$1.7B1.6%$550.26
51
2024-Q4
Decreased
2.9M
-1.2%
$1.7B1.7%$574.79
0
2024-Q3
Decreased
3M
-0.8%
$1.7B1.7%$560.82
0

Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO, JANE STREET GROUP, LLC

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