Creative Planning’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Creative Planning’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,100	Closed	-$208K	–	4092
2025 Q3	$208K	Buy	1,100 +700	+175%	+$449K	﹤0.01%	3451
2025 Q2	$74.4K	Buy	+400	New	+$229K	﹤0.01%	3471
2023 Q4	–	Sell	-100	Closed	-$5.55K	–	3068
2023 Q3	$5.55K	Sell	100 -400	-80%	-$178K	﹤0.01%	2705
2023 Q2	$8.78K	Sell	500 -300	-38%	-$126K	﹤0.01%	2550
2023 Q1	$45.8K	Sell	800 -400	-33%	-$160K	﹤0.01%	2355
2022 Q4	$41K	Sell	1,200 -900	-43%	-$346K	﹤0.01%	2247
2022 Q3	$10K	Buy	2,100 +900	+75%	+$357K	﹤0.01%	2233
2022 Q2	$4K	Sell	1,200 -9,600	-89%	-$3.93M	﹤0.01%	2235
2022 Q1	$6K	Buy	+10,800	New	+$4.81M	﹤0.01%	2236
2021 Q4	–	Sell	-100	Closed	-$19K	–	2212
2021 Q3	$19K	Hold	100	–	–	﹤0.01%	2050
2021 Q2	$19K	Sell	100 -300	-75%	-$125K	﹤0.01%	1989
2021 Q1	$17K	Sell	400 -500	-56%	-$193K	﹤0.01%	2446
2020 Q4	$4K	Buy	900 +300	+50%	+$106K	﹤0.01%	2274
2020 Q3	$1K	Sell	600 -3,000	-83%	-$994K	﹤0.01%	2127
2020 Q2	$19K	Buy	3,600 +2,000	+125%	+$585K	﹤0.01%	1836
2020 Q1	$11K	Buy	+1,600	New	+$488K	﹤0.01%	1759
2019 Q1	–	Sell	-1,000	Closed	-$1K	–	2082
2018 Q4	$1K	Buy	+1,000	New	+$270K	﹤0.01%	1933
2017 Q3	–	Sell	-1,500	Closed	-$21K	–	3471
2017 Q2	$21K	Sell	1,500 -9,000	-86%	-$2.16M	﹤0.01%	3163
2017 Q1	$39K	Buy	10,500 +8,780	+510%	+$2.04M	﹤0.01%	2660
2016 Q4	$14K	Buy	1,720 +200	+13%	+$43.7K	﹤0.01%	3329
2016 Q3	$4K	Buy	1,520 +720	+90%	+$156K	﹤0.01%	3998
2016 Q2	$7K	Buy	+800	New	+$166K	﹤0.01%	3482
2014 Q2	–	Sell	-1,000	Closed	-$4K	–	3941
2014 Q1	$4K	Buy	+1,000	New	+$184K	﹤0.01%	3192

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's SPY Position: Q1 2026 in Review

Creative Planning reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.9% in Q1 2026, selling an estimated $39.9M and leaving 2,956,006 shares worth $1.92B. The position accounts for 1.3% of the portfolio, ranked #19.

Creative Planning first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.06B in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Creative Planning held 2,956,006 shares of State Street SPDR S&P 500 ETF Trust worth $1.92B as of Q1 2026.
Creative Planning sold 58,746 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $39.9M.
State Street SPDR S&P 500 ETF Trust made up 1.3% of Creative Planning's portfolio in Q1 2026, its #19 holding.
Creative Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
Creative Planning's State Street SPDR S&P 500 ETF Trust position peaked at $2.06B in Q4 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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