Creative Planning
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Creative Planning’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Creative Planning’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$326M Buy
4,126,427
+919,353
+29% +$75.9M 0.22% 52
2025
Q4 		$265M Buy
3,207,074
+189,915
+6% +$15.5M 0.19% 56
2025
Q3 		$243M Buy
3,017,159
+46,187
+2% +$3.59M 0.19% 58
2025
Q2 		$222M Buy
2,970,972
+1,158,184
+64% +$80.4M 0.19% 60
2025
Q1 		$123M Buy
1,812,788
+1,482,129
+448% +$106M 0.12% 82
2024
Q4 		$23.6M Buy
330,659
+189,852
+135% +$13.7M 0.02% 264
2024
Q3 		$9.86M Sell
140,807
-2,376
-2% -$160K 0.01% 441
2024
Q2 		$9.5M Sell
143,183
-919
-0.6% -$58.8K 0.01% 429
2024
Q1 		$9.24M Buy
144,102
+936
+0.7% +$57.1K 0.01% 427
2023
Q4 		$8.37M Buy
143,166
+34,447
+32% +$1.88M 0.02% 421
2023
Q3 		$5.71M Sell
108,719
-3,853
-3% -$211K 0.01% 485
2023
Q2 		$6.13M Sell
112,572
-1,232
-1% -$63.6K 0.01% 464
2023
Q1 		$5.74M Sell
113,804
-1,006
-0.9% -$49.7K 0.01% 471
2022
Q4 		$5.43M Sell
114,810
-4,250
-4% -$202K 0.01% 467
2022
Q3 		$5.25M Sell
119,060
-12,477
-9% -$611K 0.01% 428
2022
Q2 		$6.11M Sell
131,537
-10,753
-8% -$543K 0.01% 411
2022
Q1 		$7.91M Buy
142,290
+5,382
+4% +$295K 0.01% 359
2021
Q4 		$8M Sell
136,908
-14,666
-10% -$830K 0.01% 325
2021
Q3 		$8.03M Sell
151,574
-28,325
-16% -$1.54M 0.01% 302
2021
Q2 		$9.53M Buy
179,899
+3,874
+2% +$200K 0.02% 276
2021
Q1 		$8.66M Buy
176,025
+121,965
+226% +$5.83M 0.02% 301
2020
Q4 		$2.49M Buy
54,060
+718
+1% +$31.3K 0.01% 585
2020
Q3 		$2.18M Sell
53,342
-441
-0.8% -$17.9K 0.01% 537
2020
Q2 		$2.03M Sell
53,783
-2,252
-4% -$80.5K 0.01% 490
2020
Q1 		$1.76M Sell
56,035
-24,250
-30% -$912K 0.01% 466
2019
Q4 		$3.2M Sell
80,285
-28,666
-26% -$1.09M 0.01% 387
2019
Q3 		$4M Buy
108,951
+47,632
+78% +$1.75M 0.01% 327
2019
Q2 		$2.24M Buy
61,319
+8,270
+16% +$296K 0.01% 464
2019
Q1 		$1.87M Buy
53,049
+2,347
+5% +$79.4K 0.01% 486
2018
Q4 		$1.57M Buy
50,702
+26,137
+106% +$873K 0.01% 490
2018
Q3 		$889K Buy
24,565
+361
+1% +$12.8K ﹤0.01% 813
2018
Q2 		$823K Buy
24,204
+7,674
+46% +$259K ﹤0.01% 849
2018
Q1 		$543K Buy
16,530
+214
+1% +$7.25K ﹤0.01% 1041
2017
Q4 		$542K Buy
16,316
+1,226
+8% +$39.7K ﹤0.01% 1031
2017
Q3 		$473K Hold
15,090
– – ﹤0.01% 1080
2017
Q2 		$455K Sell
15,090
-84
-0.6% -$2.5K ﹤0.01% 1067
2017
Q1 		$446K Sell
15,174
-13,434
-47% -$389K ﹤0.01% 1045
2016
Q4 		$798K Hold
28,608
– – ﹤0.01% 712
2016
Q3 		$772K Hold
28,608
– – ﹤0.01% 698
2016
Q2 		$739K Sell
28,608
-96
-0.3% -$2.46K 0.01% 611
2016
Q1 		$731K Hold
28,704
– – 0.01% 601
2015
Q4 		$728K Sell
28,704
-96
-0.3% -$2.44K 0.01% 608
2015
Q3 		$683K Buy
+28,800
New +$730K 0.01% 614
2015
Q2 		– Sell
-28,890
Closed -$750K – 2747
2015
Q1 		$750K Buy
28,890
+6,780
+31% +$175K 0.01% 566
2014
Q4 		$570K Buy
22,110
+13,620
+160% +$341K 0.01% 643
2014
Q3 		$209K Sell
8,490
-312
-4% -$7.72K ﹤0.01% 1036
2014
Q2 		$217K Hold
8,802
– – ﹤0.01% 985
2014
Q1 		$206K Sell
8,802
-210
-2% -$4.87K ﹤0.01% 985
2013
Q4 		$209K Sell
9,012
-12
-0.1% -$267 ﹤0.01% 845
2013
Q3 		$191K Hold
9,024
– – ﹤0.01% 791
2013
Q2 		$181K Buy
+9,024
New +$181K ﹤0.01% 722

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's SPTM Position: Q1 2026 in Review

Creative Planning increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 29% in Q1 2026, buying an estimated $75.9M and bringing the position to 4,126,427 shares worth $326M. The position accounts for 0.22% of the portfolio, ranked #52.

Creative Planning first reported a position in SPTM in Q2 2013 and has held it in 51 quarters since. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Creative Planning held 4,126,427 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $326M as of Q1 2026.
  • Creative Planning bought 919,353 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $75.9M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.22% of Creative Planning's portfolio in Q1 2026, its #52 holding.
  • Creative Planning first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2013 and has held it in 51 quarters since.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

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