Creative Planning
SPCK

Creative Planning’s The SPAC and New Issue ETF SPCK Stock Holding History

Creative Planning’s Portfolio SPCK Stock Details SPCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-690
Closed -$16.1K – 3065
2023
Q3 		$16.1K Buy
+690
New +$16.4K ﹤0.01% 2606

Other funds holding SPCK

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's SPCK Position: Q4 2023 in Review

Creative Planning sold out of The SPAC and New Issue ETF (SPCK) in Q4 2023, closing a stake of 690 shares — an estimated $16.1K sold.

Creative Planning first reported a position in SPCK in Q3 2023 and held it in 1 quarter. The position peaked at $16.1K in Q3 2023. 14 funds tracked by Wall St. Rank hold SPCK as of Q4 2023.

  • Creative Planning reported no remaining The SPAC and New Issue ETF position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 690 The SPAC and New Issue ETF shares in Q4 2023, an estimated $16.1K.
  • Creative Planning first reported a position in The SPAC and New Issue ETF in Q3 2023 and held it in 1 quarter.
  • Creative Planning's The SPAC and New Issue ETF position peaked at $16.1K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held The SPAC and New Issue ETF as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.