Creative Planning
SPTS icon

Creative Planning’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Creative Planning’s Portfolio SPTS Stock Details SPTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$377K Buy
12,931
+2,321
+22% +$67.9K ﹤0.01% 3243
2025
Q4 		$311K Buy
10,610
+86
+0.8% +$2.52K ﹤0.01% 3212
2025
Q3 		$309K Sell
10,524
-21,850
-67% -$639K ﹤0.01% 3116
2025
Q2 		$948K Sell
32,374
-8,832
-21% -$258K ﹤0.01% 1903
2025
Q1 		$1.2M Buy
41,206
+18,810
+84% +$547K ﹤0.01% 1563
2024
Q4 		$650K Sell
22,396
-10,118
-31% -$294K ﹤0.01% 1987
2024
Q3 		$956K Sell
32,514
-5,460
-14% -$159K ﹤0.01% 1546
2024
Q2 		$1.1M Buy
37,974
+7,190
+23% +$207K ﹤0.01% 1345
2024
Q1 		$890K Buy
30,784
+3,446
+13% +$99.8K ﹤0.01% 1406
2023
Q4 		$794K Buy
27,338
+12,118
+80% +$349K ﹤0.01% 1378
2023
Q3 		$437K Buy
15,220
+4,534
+42% +$130K ﹤0.01% 1650
2023
Q2 		$308K Sell
10,686
-1,324
-11% -$38.5K ﹤0.01% 1895
2023
Q1 		$351K Sell
12,010
-3,075
-20% -$89.2K ﹤0.01% 1696
2022
Q4 		$436K Buy
+15,085
New +$436K ﹤0.01% 1506
2022
Q3 		– Sell
-14,123
Closed -$416K – 2435
2022
Q2 		$416K Buy
14,123
+1,190
+9% +$35.1K ﹤0.01% 1419
2022
Q1 		$383K Buy
12,933
+721
+6% +$21.7K ﹤0.01% 1481
2021
Q4 		$372K Buy
+12,212
New +$373K ﹤0.01% 1483
2017
Q1 		– Sell
-100
Closed -$3K – 4889
2016
Q4 		$3K Hold
100
– – ﹤0.01% 4170
2016
Q3 		$3K Buy
+100
New +$3.05K ﹤0.01% 4126

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's SPTS Position: Q1 2026 in Review

Creative Planning increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 22% in Q1 2026, buying an estimated $67.9K and bringing the position to 12,931 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #3243.

Creative Planning first reported a position in SPTS in Q3 2016 and has held it in 19 quarters since. The position peaked at $1.2M in Q1 2025. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Creative Planning held 12,931 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $377K as of Q1 2026.
  • Creative Planning bought 2,321 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $67.9K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3243 holding.
  • Creative Planning first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2016 and has held it in 19 quarters since.
  • Creative Planning's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.2M in Q1 2025.
  • 420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

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