Creative Planning
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Creative Planning’s Spectrum Brands SPB Stock Holding History

Creative Planning’s Portfolio SPB Stock Details SPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Buy
12,493
+1,089
+10% +$88.1K ﹤0.01% 2590
2026
Q1 		$840K Buy
11,404
+2,248
+25% +$160K ﹤0.01% 2599
2025
Q4 		$541K Buy
9,156
+3,850
+73% +$217K ﹤0.01% 2772
2025
Q3 		$279K Buy
+5,306
New +$294K ﹤0.01% 3204
2025
Q1 		– Sell
-9
Closed -$760 – 3699
2024
Q4 		$760 Buy
+9
New +$815 ﹤0.01% 3552
2023
Q4 		– Sell
-25
Closed -$1.96K – 3063
2023
Q3 		$1.96K Buy
+25
New +$1.97K ﹤0.01% 2805
2023
Q2 		– Sell
-5
Closed -$332 – 2810
2023
Q1 		$332 Buy
+5
New +$316 ﹤0.01% 2602
2022
Q2 		– Sell
-25
Closed -$2K – 2520
2022
Q1 		$2K Buy
+25
New +$2.3K ﹤0.01% 2305
2017
Q3 		– Sell
-62
Closed -$8K – 3455
2017
Q2 		$8K Hold
62
– – ﹤0.01% 3774
2017
Q1 		$9K Hold
62
– – ﹤0.01% 3666
2016
Q4 		$8K Sell
62
-36
-37% -$4.6K ﹤0.01% 3709
2016
Q3 		$13K Buy
98
+63
+180% +$8.02K ﹤0.01% 3340
2016
Q2 		$4K Hold
35
– – ﹤0.01% 3775
2016
Q1 		$4K Hold
35
– – ﹤0.01% 3718
2015
Q4 		$4K Buy
+35
New +$3.35K ﹤0.01% 3807
2015
Q1 		– Sell
-6,350
Closed -$608K – 4389
2014
Q4 		$608K Buy
6,350
+1,105
+21% +$101K 0.01% 620
2014
Q3 		$475K Buy
5,245
+1,175
+29% +$101K 0.01% 675
2014
Q2 		$350K Buy
4,070
+1,335
+49% +$104K ﹤0.01% 784
2014
Q1 		$218K Buy
+2,735
New +$205K ﹤0.01% 957

Other funds holding SPB

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Creative Planning's SPB Position: Q2 2026 in Review

Creative Planning increased its Spectrum Brands (SPB) stake by 9.5% in Q2 2026, buying an estimated $88.1K and bringing the position to 12,493 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2590.

Creative Planning first reported a position in SPB in Q1 2014 and has held it in 19 quarters since. 305 funds tracked by Wall St. Rank hold SPB as of Q2 2026.

  • Creative Planning held 12,493 shares of Spectrum Brands worth $1.07M as of Q2 2026.
  • Creative Planning bought 1,089 Spectrum Brands shares in Q2 2026, an estimated $88.1K.
  • Spectrum Brands made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2590 holding.
  • Creative Planning first reported a position in Spectrum Brands in Q1 2014 and has held it in 19 quarters since.
  • 305 funds tracked by Wall St. Rank held Spectrum Brands as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.