Creative Planning
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Creative Planning’s Sphere Entertainment SPHR Stock Holding History

Creative Planning’s Portfolio SPHR Stock Details SPHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.76M Buy
14,989
+5,079
+51% +$531K ﹤0.01% 2003
2025
Q4 		$942K Buy
9,910
+3,676
+59% +$280K ﹤0.01% 2326
2025
Q3 		$387K Buy
6,234
+1,190
+24% +$56.2K ﹤0.01% 2945
2025
Q2 		$211K Sell
5,044
-2,409
-32% -$81.6K ﹤0.01% 3180
2025
Q1 		$244K Buy
+7,453
New +$303K ﹤0.01% 2906
2023
Q2 		– Sell
-1
Closed -$60 – 2811
2023
Q1 		$60 Buy
+1
New +$54 ﹤0.01% 2639

Other funds holding SPHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's SPHR Position: Q1 2026 in Review

Creative Planning increased its Sphere Entertainment (SPHR) stake by 51% in Q1 2026, buying an estimated $531K and bringing the position to 14,989 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Creative Planning first reported a position in SPHR in Q1 2023 and has held it in 6 quarters since. 376 funds tracked by Wall St. Rank hold SPHR as of Q1 2026.

  • Creative Planning held 14,989 shares of Sphere Entertainment worth $1.76M as of Q1 2026.
  • Creative Planning bought 5,079 Sphere Entertainment shares in Q1 2026, an estimated $531K.
  • Sphere Entertainment made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2003 holding.
  • Creative Planning first reported a position in Sphere Entertainment in Q1 2023 and has held it in 6 quarters since.
  • 376 funds tracked by Wall St. Rank held Sphere Entertainment as of Q1 2026.

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