Creative Planning’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $49.5M | Buy |
116,440
+14,325
| +14% | +$6.65M | 0.03% | 221 |
|
|
2025
Q4 | $53.4M | Buy |
102,115
+11,422
| +13% | +$5.65M | 0.04% | 192 |
|
|
2025
Q3 | $44.1M | Buy |
90,693
+3,320
| +4% | +$1.78M | 0.03% | 205 |
|
|
2025
Q2 | $46.1M | Buy |
87,373
+1,454
| +2% | +$726K | 0.04% | 187 |
|
|
2025
Q1 | $43.7M | Buy |
85,919
+30,314
| +55% | +$15.5M | 0.04% | 182 |
|
|
2024
Q4 | $27.7M | Buy |
55,605
+4,044
| +8% | +$2.05M | 0.03% | 235 |
|
|
2024
Q3 | $26.6M | Buy |
51,561
+5,913
| +13% | +$2.93M | 0.03% | 229 |
|
|
2024
Q2 | $20.4M | Buy |
45,648
+3,092
| +7% | +$1.33M | 0.02% | 267 |
|
|
2024
Q1 | $18.1M | Buy |
42,556
+1,399
| +3% | +$606K | 0.02% | 286 |
|
|
2023
Q4 | $18.1M | Buy |
41,157
+2,771
| +7% | +$1.09M | 0.03% | 257 |
|
|
2023
Q3 | $14M | Buy |
38,386
+2,056
| +6% | +$808K | 0.02% | 295 |
|
|
2023
Q2 | $14.6M | Buy |
36,330
+6,291
| +21% | +$2.3M | 0.02% | 279 |
|
|
2023
Q1 | $10.4M | Sell |
30,039
-1,422
| -5% | -$500K | 0.01% | 330 |
|
|
2022
Q4 | $10.5M | Buy |
31,461
+2,359
| +8% | +$778K | 0.02% | 330 |
|
|
2022
Q3 | $8.89M | Buy |
29,102
+3,565
| +14% | +$1.28M | 0.02% | 330 |
|
|
2022
Q2 | $8.61M | Buy |
25,537
+340
| +1% | +$121K | 0.01% | 345 |
|
|
2022
Q1 | $10.3M | Buy |
25,197
+3,593
| +17% | +$1.46M | 0.02% | 311 |
|
|
2021
Q4 | $10.2M | Buy |
21,604
+113
| +0.5% | +$51.7K | 0.02% | 279 |
|
|
2021
Q3 | $9.13M | Buy |
21,491
+224
| +1% | +$97.1K | 0.02% | 282 |
|
|
2021
Q2 | $8.73M | Sell |
21,267
-422
| -2% | -$162K | 0.02% | 291 |
|
|
2021
Q1 | $7.65M | Sell |
21,689
-5,434
| -20% | -$1.81M | 0.02% | 317 |
|
|
2020
Q4 | $8.92M | Buy |
27,123
+989
| +4% | +$334K | 0.02% | 277 |
|
|
2020
Q3 | $9.42M | Buy |
26,134
+1,663
| +7% | +$587K | 0.02% | 217 |
|
|
2020
Q2 | $8.06M | Buy |
24,471
+148
| +0.6% | +$44.5K | 0.02% | 213 |
|
|
2020
Q1 | $5.96M | Sell |
24,323
-6,559
| -21% | -$1.8M | 0.02% | 230 |
|
|
2019
Q4 | $8.43M | Buy |
30,882
+1,995
| +7% | +$518K | 0.03% | 222 |
|
|
2019
Q3 | $7.08M | Buy |
28,887
+193
| +0.7% | +$48.2K | 0.02% | 238 |
|
|
2019
Q2 | $6.54M | Sell |
28,694
-192
| -0.7% | -$41.9K | 0.02% | 241 |
|
|
2019
Q1 | $6.08M | Sell |
28,886
-33
| -0.1% | -$6.39K | 0.02% | 242 |
|
|
2018
Q4 | $4.91M | Sell |
28,919
-3,830
| -12% | -$686K | 0.02% | 248 |
|
|
2018
Q3 | $6.4M | Buy |
32,749
+1,645
| +5% | +$340K | 0.02% | 231 |
|
|
2018
Q2 | $6.34M | Buy |
31,104
+9,188
| +42% | +$1.82M | 0.02% | 218 |
|
|
2018
Q1 | $4.19M | Buy |
21,916
+4,557
| +26% | +$841K | 0.02% | 291 |
|
|
2017
Q4 | $2.94M | Buy |
17,359
+249
| +1% | +$40.7K | 0.01% | 358 |
|
|
2017
Q3 | $2.67M | Sell |
17,110
-287
| -2% | -$43.6K | 0.01% | 384 |
|
|
2017
Q2 | $2.54M | Buy |
17,397
+598
| +4% | +$83K | 0.01% | 368 |
|
|
2017
Q1 | $2.2M | Buy |
16,799
+1,896
| +13% | +$236K | 0.01% | 394 |
|
|
2016
Q4 | $1.6M | Sell |
14,903
-1,764
| -11% | -$211K | 0.01% | 471 |
|
|
2016
Q3 | $2.11M | Buy |
16,667
+30
| +0.2% | +$3.6K | 0.01% | 364 |
|
|
2016
Q2 | $1.78M | Buy |
+16,637
| New | +$1.79M | 0.01% | 361 |
|
Other funds holding SPGI
VCM
VPM
Creative Planning's SPGI Position: Q1 2026 in Review
Creative Planning increased its S&P Global (SPGI) stake by 14% in Q1 2026, buying an estimated $6.65M and bringing the position to 116,440 shares worth $49.5M. The position accounts for 0.03% of the portfolio, ranked #221.
Creative Planning first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $53.4M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- Creative Planning held 116,440 shares of S&P Global worth $49.5M as of Q1 2026.
- Creative Planning bought 14,325 S&P Global shares in Q1 2026, an estimated $6.65M.
- S&P Global made up 0.03% of Creative Planning's portfolio in Q1 2026, its #221 holding.
- Creative Planning first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
- Creative Planning's S&P Global position peaked at $53.4M in Q4 2025.
- 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.