Creative Planning
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$703K Buy
19,509
+9,589
+97% +$346K ﹤0.01% 2148
2025
Q1 		$329K Sell
9,920
-8,160
-45% -$270K ﹤0.01% 2661
2024
Q4 		$628K Buy
18,080
+3,215
+22% +$112K ﹤0.01% 2016
2024
Q3 		$504K Buy
+14,865
New +$504K ﹤0.01% 2107