Creative Planning’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Creative Planning’s Portfolio SPLB Stock Details SPLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-3	Closed	–	–	4816
2017 Q1	$0	Buy	+3	New	+$80	﹤0.01%	4887
2016 Q4	–	Sell	-59	Closed	-$2K	–	4820
2016 Q3	$2K	Buy	+59	New	+$1.69K	﹤0.01%	4250
2015 Q4	–	Sell	-63	Closed	-$2K	–	4563
2015 Q3	$2K	Buy	+63	New	+$1.62K	﹤0.01%	3980

Other funds holding SPLB

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning's SPLB Position: Q2 2017 in Review

Creative Planning sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q2 2017, closing a stake of 3 shares.

Creative Planning first reported a position in SPLB in Q3 2015 and held it in 3 quarters. The position peaked at $2K in Q3 2016. 37 funds tracked by Wall St. Rank hold SPLB as of Q2 2017.

Creative Planning reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 3 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2017.
Creative Planning first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2015 and held it in 3 quarters.
Creative Planning's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $2K in Q3 2016.
37 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.