Question 1

How many shares of SPY does Creative Planning own?

Accepted Answer

As of 2026-Q2, Creative Planning holds 3M shares of SPY (STATE STREET SPDR S&P 500 ETF TRUST CL USD INC).

Question 2

What is Creative Planning's SPY position worth?

Accepted Answer

As of 2026-Q2, Creative Planning's SPY position is worth $2.2B.

Question 3

Is Creative Planning buying or selling SPY?

Accepted Answer

In 2026-Q2, Creative Planning increased their SPY position (+0.2% change in shares).

Question 4

When did Creative Planning first buy SPY?

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	3M	+0.2%	$2.2B	1.3%	$746.77	50
2026-Q1	Decreased	3M	-1.9%	$1.9B	1.3%	$680.33	0
2025-Q4	Increased	3M	+1.0%	$2.1B	1.5%	$687.01	51
2025-Q3	Increased	3M	+1.8%	$2B	1.5%	$661.72	51
2025-Q2	Decreased	2.9M	-1.9%	$1.8B	1.5%	$611.40	0
2025-Q1	Increased	3M	+1.6%	$1.7B	1.6%	$550.86	51
2024-Q4	Decreased	2.9M	-1.2%	$1.7B	1.7%	$581.39	0
2024-Q3	Decreased	3M	-0.8%	$1.7B	1.7%	$562.94	0

SPYShowing 8 of 31 quarters

SPY
Showing 8 of 31 quarters