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SPY
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Position history for Creative Planning's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

Creative Planning holds 3M shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $1.9B as of 2026-Q1. The position was decreased (-1.9% shares). SPY represents 1.3% of Creative Planning's portfolio.

Current Value

$1.9B

Current Shares

3M

Total Value Change

+$290.4M

Total Shares Change

-42,801

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
3M
-1.9%
$1.9B1.3%$680.33
0
2025-Q4
Increased
3M
+1.0%
$2.1B1.5%$687.01
51
2025-Q3
Increased
3M
+1.8%
$2B1.5%$661.72
51
2025-Q2
Decreased
2.9M
-1.9%
$1.8B1.5%$611.40
0
2025-Q1
Increased
3M
+1.6%
$1.7B1.6%$550.86
51
2024-Q4
Decreased
2.9M
-1.2%
$1.7B1.7%$581.39
0
2024-Q3
Decreased
3M
-0.8%
$1.7B1.7%$562.94
0
2024-Q2
Decreased
3M
-0.8%
$1.6B1.7%$534.46
0

Other major holders of SPY: JPMORGAN CHASE & CO

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