Creative Planning
SPFI icon

Creative Planning’s South Plains Financial SPFI Stock Holding History

Creative Planning’s Portfolio SPFI Stock Details SPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.02M Buy
24,365
+1,933
+9% +$79.8K ﹤0.01% 2436
2025
Q4 		$870K Buy
22,432
+303
+1% +$11.6K ﹤0.01% 2392
2025
Q3 		$855K Buy
22,129
+2,620
+13% +$102K ﹤0.01% 2261
2025
Q2 		$703K Buy
19,509
+9,589
+97% +$330K ﹤0.01% 2153
2025
Q1 		$329K Sell
9,920
-8,160
-45% -$281K ﹤0.01% 2668
2024
Q4 		$628K Buy
18,080
+3,215
+22% +$117K ﹤0.01% 2022
2024
Q3 		$504K Buy
+14,865
New +$475K ﹤0.01% 2107

Other funds holding SPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Creative Planning's SPFI Position: Q1 2026 in Review

Creative Planning increased its South Plains Financial (SPFI) stake by 8.6% in Q1 2026, buying an estimated $79.8K and bringing the position to 24,365 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2436.

Creative Planning first reported a position in SPFI in Q3 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold SPFI as of Q1 2026.

  • Creative Planning held 24,365 shares of South Plains Financial worth $1.02M as of Q1 2026.
  • Creative Planning bought 1,933 South Plains Financial shares in Q1 2026, an estimated $79.8K.
  • South Plains Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2436 holding.
  • Creative Planning first reported a position in South Plains Financial in Q3 2024 and has held it in 7 quarters since.
  • 143 funds tracked by Wall St. Rank held South Plains Financial as of Q1 2026.

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