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SPYMSPYM
31 quarters

Position history for Creative PlanningCreative Planning's holdings in SPDR PORTFOLIO S&P 500 ETF

Creative Planning holds 35.4M shares of SPYM (SPDR PORTFOLIO S&P 500 ETF), worth $3.1B as of 2026-Q2. The position was increased (+5.1% shares). SPYM represents 1.8% of Creative Planning's portfolio.

Current Value

$3.1B

Current Shares

35.4M

Total Value Change

+$3.1B

Total Shares Change

+34.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
35.4M
+5.1%
$3.1B1.8%$87.88
53
2026-Q1
Increased
33.7M
+2.6%
$2.6B1.7%$76.33
52
2025-Q4
Increased
32.8M
+2.4%
$2.6B1.9%$79.80
51
2025-Q3
Increased
32M
+2.9%
$2.5B1.9%$77.70
52
2025-Q2
Increased
31.1M
+1.0%
$2.3B1.9%$71.88
51
2025-Q1
Increased
30.8M
+1.3%
$2B1.9%$64.83
51
2024-Q4
Increased
30.4M
+3.1%
$2.1B2.0%$67.75
56
2024-Q3
Increased
29.5M
+3.2%
$2B2.0%$66.12
52
2024-Q2
Increased
28.6M
+3.6%
$1.8B2.0%$62.81
52
2024-Q1
Increased
27.6M
+3.9%
$1.7B1.9%$60.17
52
2023-Q4
Increased
26.5M
+1.8%
$1.5B2.7%$54.48
56
2023-Q3
Increased
26.1M
+2.7%
$1.3B1.7%$48.79
52
2023-Q2
Increased
25.4M
+5.0%
$1.3B1.8%$50.13
53
2023-Q1
Increased
24.2M
+0.7%
$1.2B1.7%$46.14
50
2022-Q4
Decreased
24M
-6.6%
$1.1B1.6%$43.16
0
2022-Q3
Decreased
25.7M
-6.3%
$1.1B1.9%$39.90
0
2022-Q2
Increased
27.4M
+25.5%
$1.2B2.0%$41.95
67
2022-Q1
Increased
21.8M
+34.5%
$1.2B1.8%$50.04
65
2021-Q4
Increased
16.2M
+6.0%
$906.2M1.5%$52.42
53
2021-Q3
Increased
15.3M
+10.7%
$773.1M1.4%$47.20
55
2021-Q2
Increased
13.8M
+5.3%
$696.5M1.2%$46.94
53
2021-Q1
Increased
13.1M
+8.7%
$612.5M1.2%$43.32
54
2020-Q4
Increased
12.1M
+6.6%
$531.4M1.2%$40.70
53
2020-Q3
Increased
11.3M
+4.1%
$446.3M1.2%$36.28
51
2020-Q2
Increased
10.9M
+23.6%
$395.1M1.1%$33.30
60
2020-Q1
Increased
8.8M
+358.3%
$266.7M0.9%$27.66
70
2019-Q4
Increased
1.9M
+17.5%
$72.8M0.2%$34.45
41
2019-Q3
Increased
1.6M
+14.4%
$57M0.2%$31.49
40
2019-Q2
Increased
1.4M
+41.7%
$49.4M0.2%$31.23
47
2019-Q1
Increased
1M
+28.9%
$33.5M0.1%$29.90
43
2018-Q4
New
783,093
-
$22.9M0.1%$25.90
39

Other major holders of SPYM: JONES FINANCIAL COMPANIES LLLP, JPMORGAN CHASE & CO, USS Investment Management Ltd, LPL Financial LLC

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