Creative Planning’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.1M | Buy |
87,373
+1,454
| +2% | +$767K | 0.04% | 187 |
|
|
2025
Q1 | $43.7M | Buy |
85,919
+30,314
| +55% | +$15.4M | 0.04% | 182 |
|
|
2024
Q4 | $27.7M | Buy |
55,605
+4,044
| +8% | +$2.01M | 0.03% | 235 |
|
|
2024
Q3 | $26.6M | Buy |
51,561
+5,913
| +13% | +$3.05M | 0.03% | 229 |
|
|
2024
Q2 | $20.4M | Buy |
45,648
+3,092
| +7% | +$1.38M | 0.02% | 267 |
|
|
2024
Q1 | $18.1M | Buy |
42,556
+1,399
| +3% | +$595K | 0.02% | 286 |
|
|
2023
Q4 | $18.1M | Buy |
41,157
+2,771
| +7% | +$1.22M | 0.03% | 257 |
|
|
2023
Q3 | $14M | Buy |
38,386
+2,056
| +6% | +$751K | 0.02% | 295 |
|
|
2023
Q2 | $14.6M | Buy |
36,330
+6,291
| +21% | +$2.52M | 0.02% | 279 |
|
|
2023
Q1 | $10.4M | Sell |
30,039
-1,422
| -5% | -$490K | 0.01% | 330 |
|
|
2022
Q4 | $10.5M | Buy |
31,461
+2,359
| +8% | +$790K | 0.02% | 329 |
|
|
2022
Q3 | $8.89M | Buy |
29,102
+3,565
| +14% | +$1.09M | 0.02% | 330 |
|
|
2022
Q2 | $8.61M | Buy |
25,537
+340
| +1% | +$115K | 0.01% | 344 |
|
|
2022
Q1 | $10.3M | Buy |
25,197
+3,593
| +17% | +$1.47M | 0.02% | 311 |
|
|
2021
Q4 | $10.2M | Buy |
21,604
+113
| +0.5% | +$53.3K | 0.02% | 279 |
|
|
2021
Q3 | $9.13M | Buy |
21,491
+224
| +1% | +$95.2K | 0.02% | 282 |
|
|
2021
Q2 | $8.73M | Sell |
21,267
-422
| -2% | -$173K | 0.02% | 291 |
|
|
2021
Q1 | $7.65M | Sell |
21,689
-5,434
| -20% | -$1.92M | 0.02% | 313 |
|
|
2020
Q4 | $8.92M | Buy |
27,123
+989
| +4% | +$325K | 0.02% | 272 |
|
|
2020
Q3 | $9.42M | Buy |
26,134
+1,663
| +7% | +$600K | 0.02% | 213 |
|
|
2020
Q2 | $8.06M | Buy |
24,471
+148
| +0.6% | +$48.8K | 0.02% | 209 |
|
|
2020
Q1 | $5.96M | Sell |
24,323
-6,559
| -21% | -$1.61M | 0.02% | 230 |
|
|
2019
Q4 | $8.43M | Buy |
30,882
+1,995
| +7% | +$545K | 0.03% | 221 |
|
|
2019
Q3 | $7.08M | Buy |
28,887
+193
| +0.7% | +$47.3K | 0.02% | 237 |
|
|
2019
Q2 | $6.54M | Sell |
28,694
-192
| -0.7% | -$43.7K | 0.02% | 241 |
|
|
2019
Q1 | $6.08M | Sell |
28,886
-33
| -0.1% | -$6.95K | 0.02% | 242 |
|
|
2018
Q4 | $4.91M | Sell |
28,919
-3,830
| -12% | -$651K | 0.02% | 248 |
|
|
2018
Q3 | $6.4M | Buy |
32,749
+1,645
| +5% | +$321K | 0.02% | 229 |
|
|
2018
Q2 | $6.34M | Buy |
31,104
+9,188
| +42% | +$1.87M | 0.02% | 217 |
|
|
2018
Q1 | $4.19M | Buy |
21,916
+4,557
| +26% | +$871K | 0.02% | 291 |
|
|
2017
Q4 | $2.94M | Buy |
17,359
+249
| +1% | +$42.2K | 0.01% | 356 |
|
|
2017
Q3 | $2.67M | Sell |
17,110
-287
| -2% | -$44.9K | 0.01% | 383 |
|
|
2017
Q2 | $2.54M | Buy |
17,397
+598
| +4% | +$87.3K | 0.01% | 366 |
|
|
2017
Q1 | $2.2M | Buy |
16,799
+1,896
| +13% | +$248K | 0.01% | 393 |
|
|
2016
Q4 | $1.6M | Sell |
14,903
-1,764
| -11% | -$190K | 0.01% | 470 |
|
|
2016
Q3 | $2.11M | Buy |
16,667
+30
| +0.2% | +$3.8K | 0.01% | 363 |
|
|
2016
Q2 | $1.78M | Buy |
+16,637
| New | +$1.78M | 0.01% | 361 |
|