Creative Capital Management Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Creative Capital Management Investments’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$544K	Hold	837	–	–	0.16%	30
2025 Q4	$571K	Sell	837 -10	-1%	-$6.76K	0.17%	26
2025 Q3	$564K	Sell	847 -23	-3%	-$14.7K	0.18%	26
2025 Q2	$538K	Buy	870 +54	+7%	+$30.9K	0.19%	26
2025 Q1	$456K	Buy	816 +190	+30%	+$112K	0.18%	27
2024 Q4	$367K	Sell	626 -16	-2%	-$9.43K	0.15%	33
2024 Q3	$368K	Hold	642	–	–	0.15%	33
2024 Q2	$349K	Sell	642 -148	-19%	-$77.5K	0.17%	26
2024 Q1	$413K	Buy	790 +87	+12%	+$43.3K	0.21%	24
2023 Q4	$334K	Hold	703	–	–	0.19%	27
2023 Q3	$301K	Hold	703	–	–	0.21%	28
2023 Q2	$312K	Hold	703	–	–	0.22%	29
2023 Q1	$288K	Buy	703 +209	+42%	+$83.4K	0.21%	34
2022 Q4	$189K	Buy	+494	New	+$190K	0.17%	41

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Capital Management Investments's SPY Position: Q1 2026 in Review

Creative Capital Management Investments held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 837 shares worth $544K. The position accounts for 0.16% of the portfolio, ranked #30.

Creative Capital Management Investments first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $571K in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Creative Capital Management Investments held 837 shares of State Street SPDR S&P 500 ETF Trust worth $544K as of Q1 2026.
Creative Capital Management Investments left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Creative Capital Management Investments's portfolio in Q1 2026, its #30 holding.
Creative Capital Management Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Creative Capital Management Investments's State Street SPDR S&P 500 ETF Trust position peaked at $571K in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.