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
Q2 		$2.29M Buy
21,178
+1,873
+10% +$201K ﹤0.01% 1970
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

KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Clarity Capital Advisors Lakewood Ranch, Florida $239M AUM 19.07% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Creative Planning's SPXT Position: Q2 2026 in Review

Creative Planning increased its ProShares S&P 500 ex-Technology ETF (SPXT) stake by 9.7% in Q2 2026, buying an estimated $201K and bringing the position to 21,178 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

Creative Planning first reported a position in SPXT in Q4 2021 and has held it in 19 quarters since. 28 funds tracked by Wall St. Rank hold SPXT as of Q2 2026.

  • Creative Planning held 21,178 shares of ProShares S&P 500 ex-Technology ETF worth $2.29M as of Q2 2026.
  • Creative Planning bought 1,873 ProShares S&P 500 ex-Technology ETF shares in Q2 2026, an estimated $201K.
  • ProShares S&P 500 ex-Technology ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1970 holding.
  • Creative Planning first reported a position in ProShares S&P 500 ex-Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • 28 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Technology ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.