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
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 $30.8B AUM 11.29% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Creative Planning's SPB Position: Q1 2026 in Review

Creative Planning increased its Spectrum Brands (SPB) stake by 25% in Q1 2026, buying an estimated $160K and bringing the position to 11,404 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #2599.

Creative Planning first reported a position in SPB in Q1 2014 and has held it in 18 quarters since. 286 funds tracked by Wall St. Rank hold SPB as of Q1 2026.

  • Creative Planning held 11,404 shares of Spectrum Brands worth $840K as of Q1 2026.
  • Creative Planning bought 2,248 Spectrum Brands shares in Q1 2026, an estimated $160K.
  • Spectrum Brands made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2599 holding.
  • Creative Planning first reported a position in Spectrum Brands in Q1 2014 and has held it in 18 quarters since.
  • 286 funds tracked by Wall St. Rank held Spectrum Brands as of Q1 2026.

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