Creative Planning
SPAB icon

Creative Planning’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Creative Planning’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.5M Buy
1,267,419
+76,235
+6% +$1.97M 0.02% 295
2025
Q4 		$30.7M Buy
1,191,184
+247,135
+26% +$6.4M 0.02% 287
2025
Q3 		$24.4M Buy
944,049
+202,422
+27% +$5.18M 0.02% 313
2025
Q2 		$19M Sell
741,627
-22,900
-3% -$579K 0.02% 350
2025
Q1 		$19.5M Buy
764,527
+78,790
+11% +$1.99M 0.02% 333
2024
Q4 		$17.1M Buy
685,737
+82,439
+14% +$2.1M 0.02% 323
2024
Q3 		$15.8M Sell
603,298
-24,121
-4% -$621K 0.02% 327
2024
Q2 		$15.7M Sell
627,419
-32,496
-5% -$810K 0.02% 307
2024
Q1 		$16.7M Sell
659,915
-43,906
-6% -$1.11M 0.02% 299
2023
Q4 		$18M Sell
703,821
-67,172
-9% -$1.65M 0.03% 260
2023
Q3 		$18.8M Sell
770,993
-15,605
-2% -$389K 0.03% 250
2023
Q2 		$20M Sell
786,598
-27,273
-3% -$698K 0.03% 223
2023
Q1 		$21M Sell
813,871
-85,773
-10% -$2.19M 0.03% 209
2022
Q4 		$22.6M Sell
899,644
-116,863
-11% -$2.93M 0.03% 198
2022
Q3 		$25.4M Sell
1,016,507
-128,542
-11% -$3.37M 0.04% 154
2022
Q2 		$30.2M Sell
1,145,049
-307,281
-21% -$8.19M 0.05% 146
2022
Q1 		$40.4M Sell
1,452,330
-244,372
-14% -$6.98M 0.06% 125
2021
Q4 		$50.3M Sell
1,696,702
-55,612
-3% -$1.65M 0.08% 97
2021
Q3 		$52.3M Sell
1,752,314
-75,283
-4% -$2.27M 0.09% 88
2021
Q2 		$54.8M Sell
1,827,597
-77,012
-4% -$2.3M 0.1% 84
2021
Q1 		$56.5M Sell
1,904,609
-93,955
-5% -$2.83M 0.11% 80
2020
Q4 		$61.5M Sell
1,998,564
-58,247
-3% -$1.79M 0.14% 69
2020
Q3 		$63.4M Sell
2,056,811
-98,005
-5% -$3.03M 0.17% 60
2020
Q2 		$66.5M Sell
2,154,816
-94,560
-4% -$2.89M 0.19% 54
2020
Q1 		$68M Sell
2,249,376
-847,234
-27% -$25.2M 0.24% 43
2019
Q4 		$91M Buy
3,096,610
+17,906
+0.6% +$528K 0.27% 36
2019
Q3 		$91.3M Buy
3,078,704
+318,506
+12% +$9.37M 0.3% 35
2019
Q2 		$80.5M Buy
2,760,198
+720,668
+35% +$20.6M 0.27% 36
2019
Q1 		$58.2M Buy
2,039,530
+393,183
+24% +$11M 0.21% 48
2018
Q4 		$45.9M Buy
1,646,347
+297,133
+22% +$8.17M 0.19% 53
2018
Q3 		$37.4M Buy
1,349,214
+381,802
+39% +$10.6M 0.14% 66
2018
Q2 		$27M Buy
967,412
+385,739
+66% +$10.7M 0.11% 78
2018
Q1 		$16.4M Buy
581,673
+475,363
+447% +$13.4M 0.07% 104
2017
Q4 		$3.06M Buy
+106,310
New +$3.06M 0.01% 351
2017
Q2 		– Sell
-68
Closed -$2K – 4813
2017
Q1 		$2K Buy
+68
New +$1.94K ﹤0.01% 4316
2016
Q4 		– Sell
-444
Closed -$13K – 4819
2016
Q3 		$13K Buy
+444
New +$13.2K ﹤0.01% 3339
2015
Q2 		– Sell
-504
Closed -$15K – 2732
2015
Q1 		$15K Hold
504
– – ﹤0.01% 2934
2014
Q4 		$15K Hold
504
– – ﹤0.01% 2870
2014
Q3 		$15K Sell
504
-420
-45% -$12.1K ﹤0.01% 2712
2014
Q2 		$27K Sell
924
-626
-40% -$18K ﹤0.01% 2307
2014
Q1 		$44K Hold
1,550
– – ﹤0.01% 1884
2013
Q4 		$44K Hold
1,550
– – ﹤0.01% 1697
2013
Q3 		$44K Sell
1,550
-400
-21% -$11.3K ﹤0.01% 1591
2013
Q2 		$55K Buy
+1,950
New +$56.6K ﹤0.01% 1331

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Creative Planning's SPAB Position: Q1 2026 in Review

Creative Planning increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 6.4% in Q1 2026, buying an estimated $1.97M and bringing the position to 1,267,419 shares worth $32.5M. The position accounts for 0.02% of the portfolio, ranked #295.

Creative Planning first reported a position in SPAB in Q2 2013 and has held it in 44 quarters since. The position peaked at $91.3M in Q3 2019. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Creative Planning held 1,267,419 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $32.5M as of Q1 2026.
  • Creative Planning bought 76,235 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $1.97M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of Creative Planning's portfolio in Q1 2026, its #295 holding.
  • Creative Planning first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2013 and has held it in 44 quarters since.
  • Creative Planning's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $91.3M in Q3 2019.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.