Creative Financial Designs’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Creative Financial Designs’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 Q2	$6.32M	Sell	8,466 -1,127	-12%	-$817K	0.3%	73
2026 Q1	$6.24M	Sell	9,593 -383	-4%	-$260K	0.38%	61
2025 Q4	$6.8M	Sell	9,976 -212	-2%	-$143K	0.43%	53
2025 Q3	$6.79M	Sell	10,188 -3,880	-28%	-$2.49M	0.46%	48
2025 Q2	$8.69M	Buy	14,068 +745	+6%	+$426K	0.63%	37
2025 Q1	$7.45M	Buy	13,323 +368	+3%	+$216K	0.6%	35
2024 Q4	$7.59M	Buy	12,955 +341	+3%	+$201K	0.62%	35
2024 Q3	$7.24M	Buy	12,614 +695	+6%	+$384K	0.61%	35
2024 Q2	$6.49M	Buy	11,919 +753	+7%	+$394K	0.58%	39
2024 Q1	$5.84M	Buy	11,166 +474	+4%	+$236K	0.55%	42
2023 Q4	$5.08M	Buy	10,692 +655	+7%	+$292K	0.52%	43
2023 Q3	$4.29M	Buy	10,037 +656	+7%	+$292K	0.5%	47
2023 Q2	$4.16M	Buy	9,381 +1,199	+15%	+$503K	0.49%	46
2023 Q1	$3.35M	Buy	8,182 +328	+4%	+$131K	0.44%	57
2022 Q4	$3M	Buy	7,854 +127	+2%	+$48.8K	0.44%	53
2022 Q3	$2.76M	Buy	7,727 +258	+3%	+$102K	0.45%	45
2022 Q2	$2.82M	Buy	7,469 +447	+6%	+$183K	0.46%	48
2022 Q1	$3.17M	Buy	7,022 +1,105	+19%	+$492K	0.48%	47
2021 Q4	$2.81M	Sell	5,917 -826	-12%	-$379K	0.42%	52
2021 Q3	$2.89M	Sell	6,743 -1,004	-13%	-$443K	0.48%	43
2021 Q2	$3.32M	Buy	7,747 +829	+12%	+$346K	0.58%	36
2021 Q1	$2.74M	Buy	6,918 +37	+0.5%	+$14.3K	0.54%	40
2020 Q4	$2.57M	Buy	6,881 +111	+2%	+$39.4K	0.55%	38
2020 Q3	$2.27M	Sell	6,770 -562	-8%	-$186K	0.56%	39
2020 Q2	$2.26M	Buy	7,332 +2,912	+66%	+$852K	0.69%	26
2020 Q1	$1.14M	Sell	4,420 -632	-13%	-$193K	0.59%	33
2019 Q4	$1.64M	Sell	5,052 -70	-1%	-$21.6K	0.73%	38
2019 Q3	$1.48M	Buy	5,122 +456	+10%	+$135K	0.79%	35
2019 Q2	$1.39M	Buy	4,666 +153	+3%	+$44.1K	0.75%	34
2019 Q1	$1.27M	Buy	4,513 +98	+2%	+$26.6K	0.76%	34
2018 Q4	$1.1M	Sell	4,415 -123	-3%	-$33.2K	0.8%	32
2018 Q3	$1.32M	Buy	4,538 +225	+5%	+$64.1K	0.76%	37
2018 Q2	$1.17M	Buy	4,313 +3,311	+330%	+$894K	0.69%	44
2018 Q1	$264K	Buy	1,002 +82	+9%	+$22.4K	0.17%	103
2017 Q4	$232K	Sell	920 -688	-43%	-$179K	0.16%	101
2017 Q3	$391K	Sell	1,608 -2,708	-63%	-$668K	0.22%	97
2017 Q2	$1.03M	Buy	4,316 +1,440	+50%	+$345K	0.66%	44
2017 Q1	$669K	Buy	2,876 +7	+0.2%	+$1.63K	0.48%	60
2016 Q4	$631K	Buy	+2,869	New	+$627K	0.51%	55

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Creative Financial Designs's SPY Position: Q2 2026 in Review

Creative Financial Designs reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q2 2026, selling an estimated $817K and leaving 8,466 shares worth $6.32M. The position accounts for 0.3% of the portfolio, ranked #73.

Creative Financial Designs first reported a position in SPY in Q4 2016 and has held it in 39 quarters since. The position peaked at $8.69M in Q2 2025. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Creative Financial Designs held 8,466 shares of State Street SPDR S&P 500 ETF Trust worth $6.32M as of Q2 2026.
Creative Financial Designs sold 1,127 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $817K.
State Street SPDR S&P 500 ETF Trust made up 0.3% of Creative Financial Designs's portfolio in Q2 2026, its #73 holding.
Creative Financial Designs first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 39 quarters since.
Creative Financial Designs's State Street SPDR S&P 500 ETF Trust position peaked at $8.69M in Q2 2025.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.