de Creative Planning State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 385 M | Comprar |
4,244,480
+118,053
| +3% | +USD 10.4 M | 0.23% | 53 |
|
|
2026
Q1 | USD 326 M | Comprar |
4,126,427
+919,353
| +29% | +USD 75.9 M | 0.22% | 52 |
|
|
2025
Q4 | USD 265 M | Comprar |
3,207,074
+189,915
| +6% | +USD 15.5 M | 0.19% | 56 |
|
|
2025
Q3 | USD 243 M | Comprar |
3,017,159
+46,187
| +2% | +USD 3.59 M | 0.19% | 58 |
|
|
2025
Q2 | USD 222 M | Comprar |
2,970,972
+1,158,184
| +64% | +USD 80.4 M | 0.19% | 60 |
|
|
2025
Q1 | USD 123 M | Comprar |
1,812,788
+1,482,129
| +448% | +USD 106 M | 0.12% | 82 |
|
|
2024
Q4 | USD 23.6 M | Comprar |
330,659
+189,852
| +135% | +USD 13.7 M | 0.02% | 264 |
|
|
2024
Q3 | USD 9.9 M | Vender |
140,807
-2,376
| -2% | -USD 160 k | 0.01% | 441 |
|
|
2024
Q2 | USD 9.5 M | Vender |
143,183
-919
| -0.6% | -USD 58.8 k | 0.01% | 429 |
|
|
2024
Q1 | USD 9.24 M | Comprar |
144,102
+936
| +0.7% | +USD 57.1 k | 0.01% | 427 |
|
|
2023
Q4 | USD 8.37 M | Comprar |
143,166
+34,447
| +32% | +USD 1.88 M | 0.02% | 421 |
|
|
2023
Q3 | USD 5.71 M | Vender |
108,719
-3,853
| -3% | -USD 211 k | 0.01% | 485 |
|
|
2023
Q2 | USD 6.13 M | Vender |
112,572
-1,232
| -1% | -USD 63.6 k | 0.01% | 464 |
|
|
2023
Q1 | USD 5.74 M | Vender |
113,804
-1,006
| -0.9% | -USD 49.7 k | 0.01% | 471 |
|
|
2022
Q4 | USD 5.43 M | Vender |
114,810
-4,250
| -4% | -USD 202 k | 0.01% | 467 |
|
|
2022
Q3 | USD 5.25 M | Vender |
119,060
-12,477
| -9% | -USD 611 k | 0.01% | 428 |
|
|
2022
Q2 | USD 6.11 M | Vender |
131,537
-10,753
| -8% | -USD 543 k | 0.01% | 411 |
|
|
2022
Q1 | USD 7.91 M | Comprar |
142,290
+5,382
| +4% | +USD 295 k | 0.01% | 359 |
|
|
2021
Q4 | USD 8 M | Vender |
136,908
-14,666
| -10% | -USD 830 k | 0.01% | 325 |
|
|
2021
Q3 | USD 8.03 M | Vender |
151,574
-28,325
| -16% | -USD 1.54 M | 0.01% | 302 |
|
|
2021
Q2 | USD 9.5 M | Comprar |
179,899
+3,874
| +2% | +USD 200 k | 0.02% | 276 |
|
|
2021
Q1 | USD 8.66 M | Comprar |
176,025
+121,965
| +226% | +USD 5.83 M | 0.02% | 301 |
|
|
2020
Q4 | USD 2.49 M | Comprar |
54,060
+718
| +1% | +USD 31.3 k | 0.01% | 585 |
|
|
2020
Q3 | USD 2.18 M | Vender |
53,342
-441
| -0.8% | -USD 17.9 k | 0.01% | 537 |
|
|
2020
Q2 | USD 2.03 M | Vender |
53,783
-2,252
| -4% | -USD 80.5 k | 0.01% | 490 |
|
|
2020
Q1 | USD 1.76 M | Vender |
56,035
-24,250
| -30% | -USD 912 k | 0.01% | 466 |
|
|
2019
Q4 | USD 3.2 M | Vender |
80,285
-28,666
| -26% | -USD 1.09 M | 0.01% | 387 |
|
|
2019
Q3 | USD 4 M | Comprar |
108,951
+47,632
| +78% | +USD 1.75 M | 0.01% | 327 |
|
|
2019
Q2 | USD 2.24 M | Comprar |
61,319
+8,270
| +16% | +USD 296 k | 0.01% | 464 |
|
|
2019
Q1 | USD 1.87 M | Comprar |
53,049
+2,347
| +5% | +USD 79.4 k | 0.01% | 486 |
|
|
2018
Q4 | USD 1.57 M | Comprar |
50,702
+26,137
| +106% | +USD 873 k | 0.01% | 490 |
|
|
2018
Q3 | USD 889 k | Comprar |
24,565
+361
| +1% | +USD 12.8 k | ﹤0.01% | 813 |
|
|
2018
Q2 | USD 823 k | Comprar |
24,204
+7,674
| +46% | +USD 259 k | ﹤0.01% | 849 |
|
|
2018
Q1 | USD 543 k | Comprar |
16,530
+214
| +1% | +USD 7.25 k | ﹤0.01% | 1041 |
|
|
2017
Q4 | USD 542 k | Comprar |
16,316
+1,226
| +8% | +USD 39.7 k | ﹤0.01% | 1031 |
|
|
2017
Q3 | USD 473 k | Mantener |
15,090
| – | – | ﹤0.01% | 1080 |
|
|
2017
Q2 | USD 455 k | Vender |
15,090
-84
| -0.6% | -USD 2.5 k | ﹤0.01% | 1067 |
|
|
2017
Q1 | USD 446 k | Vender |
15,174
-13,434
| -47% | -USD 389 k | ﹤0.01% | 1045 |
|
|
2016
Q4 | USD 798 k | Mantener |
28,608
| – | – | ﹤0.01% | 712 |
|
|
2016
Q3 | USD 772 k | Mantener |
28,608
| – | – | ﹤0.01% | 698 |
|
|
2016
Q2 | USD 739 k | Vender |
28,608
-96
| -0.3% | -USD 2.46 k | 0.01% | 611 |
|
|
2016
Q1 | USD 731 k | Mantener |
28,704
| – | – | 0.01% | 601 |
|
|
2015
Q4 | USD 728 k | Vender |
28,704
-96
| -0.3% | -USD 2.44 k | 0.01% | 608 |
|
|
2015
Q3 | USD 683 k | Comprar |
+28,800
| Nuevas | +USD 730 k | 0.01% | 614 |
|
|
2015
Q2 | – | Vender |
-28,890
| Cerradas | -USD 750 k | – | 2747 |
|
|
2015
Q1 | USD 750 k | Comprar |
28,890
+6,780
| +31% | +USD 175 k | 0.01% | 566 |
|
|
2014
Q4 | USD 570 k | Comprar |
22,110
+13,620
| +160% | +USD 341 k | 0.01% | 643 |
|
|
2014
Q3 | USD 209 k | Vender |
8,490
-312
| -4% | -USD 7.72 k | ﹤0.01% | 1036 |
|
|
2014
Q2 | USD 217 k | Mantener |
8,802
| – | – | ﹤0.01% | 985 |
|
|
2014
Q1 | USD 206 k | Vender |
8,802
-210
| -2% | -USD 4.87 k | ﹤0.01% | 985 |
|
|
2013
Q4 | USD 209 k | Vender |
9,012
-12
| -0.1% | -USD 267 | ﹤0.01% | 845 |
|
|
2013
Q3 | USD 191 k | Mantener |
9,024
| – | – | ﹤0.01% | 791 |
|
|
2013
Q2 | USD 181 k | Comprar |
+9,024
| Nuevas | +USD 181 k | ﹤0.01% | 722 |
|
Otros fondos que tienen SPTM en su cartera
WAP
PFA
Posición de Creative Planning en SPTM: resumen de T2 2026
Creative Planning aumentó su participación en State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) en 2.9% durante T2 2026, al comprar aproximadamente USD 10.4 M y elevar la posición a 4,244,480 acciones con un valor de USD 385 M. La posición representa 0.23% de la cartera y ocupa el puesto #53.
Creative Planning reportó por primera vez una posición en SPTM en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 783 fondos que sigue Wall St. Rank mantienen una posición en SPTM.
- Al cierre de T2 2026, Creative Planning tenía 4,244,480 acciones de State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF con un valor de USD 385 M.
- Creative Planning compró 118,053 acciones de State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF en T2 2026, por un monto estimado de USD 10.4 M.
- State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF representó 0.23% de la cartera de Creative Planning en T2 2026 y fue su posición número 53.
- Creative Planning reportó por primera vez una posición en State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 783 fondos que sigue Wall St. Rank tenían State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.