Creative Planning
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Creative Planning’s ProShares S&P 500 ex-Technology ETF SPXT Stock Holding History

Creative Planning’s Portfolio SPXT Stock Details SPXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.96M Buy
19,305
+745
+4% +$78.4K ﹤0.01% 1900
2025
Q4 		$1.93M Buy
18,560
+465
+3% +$47.4K ﹤0.01% 1751
2025
Q3 		$1.82M Sell
18,095
-2,239
-11% -$220K ﹤0.01% 1621
2025
Q2 		$1.95M Sell
20,334
-750
-4% -$68.3K ﹤0.01% 1332
2025
Q1 		$1.92M Buy
21,084
+3,276
+18% +$307K ﹤0.01% 1198
2024
Q4 		$1.63M Sell
17,808
-983
-5% -$91.1K ﹤0.01% 1270
2024
Q3 		$1.71M Sell
18,791
-255
-1% -$22.2K ﹤0.01% 1170
2024
Q2 		$1.61M Sell
19,046
-255
-1% -$21.3K ﹤0.01% 1104
2024
Q1 		$1.63M Sell
19,301
-899
-4% -$72.1K ﹤0.01% 1058
2023
Q4 		$1.56M Sell
20,200
-367
-2% -$26.7K ﹤0.01% 1019
2023
Q3 		$1.46M Buy
20,567
+174
+0.9% +$12.8K ﹤0.01% 994
2023
Q2 		$1.49M Buy
20,393
+56
+0.3% +$3.93K ﹤0.01% 943
2023
Q1 		$1.41M Buy
20,337
+157
+0.8% +$10.9K ﹤0.01% 918
2022
Q4 		$1.37M Hold
20,180
– – ﹤0.01% 891
2022
Q3 		$1.27M Hold
20,180
– – ﹤0.01% 863
2022
Q2 		$1.33M Buy
20,180
+75
+0.4% +$5.35K ﹤0.01% 858
2022
Q1 		$1.56M Buy
20,105
+74
+0.4% +$5.65K ﹤0.01% 800
2021
Q4 		$1.61M Buy
+20,031
New +$1.56M ﹤0.01% 763

Other funds holding SPXT

AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AFWM
AMJ Financial Wealth Management Leesburg, Virginia $424M AUM 37.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creative Planning's SPXT Position: Q1 2026 in Review

Creative Planning increased its ProShares S&P 500 ex-Technology ETF (SPXT) stake by 4% in Q1 2026, buying an estimated $78.4K and bringing the position to 19,305 shares worth $1.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

Creative Planning first reported a position in SPXT in Q4 2021 and has held it in 18 quarters since. 27 funds tracked by Wall St. Rank hold SPXT as of Q1 2026.

  • Creative Planning held 19,305 shares of ProShares S&P 500 ex-Technology ETF worth $1.96M as of Q1 2026.
  • Creative Planning bought 745 ProShares S&P 500 ex-Technology ETF shares in Q1 2026, an estimated $78.4K.
  • ProShares S&P 500 ex-Technology ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1900 holding.
  • Creative Planning first reported a position in ProShares S&P 500 ex-Technology ETF in Q4 2021 and has held it in 18 quarters since.
  • 27 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Technology ETF as of Q1 2026.

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