Creative Planning’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Creative Planning’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.58B	Buy	33,659,028 +858,879	+3%	+$68.7M	1.75%	10
2025 Q4	$2.63B	Buy	32,800,149 +770,462	+2%	+$61.3M	1.88%	9
2025 Q3	$2.51B	Buy	32,029,687 +889,363	+3%	+$67.1M	1.92%	9
2025 Q2	$2.26B	Buy	31,140,324 +319,951	+1%	+$21.5M	1.93%	9
2025 Q1	$2.03B	Buy	30,820,373 +407,352	+1%	+$28.2M	1.91%	11
2024 Q4	$2.1B	Buy	30,413,021 +921,185	+3%	+$63.9M	2.04%	10
2024 Q3	$1.99B	Buy	29,491,836 +915,823	+3%	+$59.6M	1.97%	11
2024 Q2	$1.83B	Buy	28,576,013 +1,005,769	+4%	+$61.9M	1.95%	12
2024 Q1	$1.7B	Buy	27,570,244 +1,044,784	+4%	+$61.2M	1.88%	12
2023 Q4	$1.48B	Buy	26,525,460 +467,975	+2%	+$24.5M	2.75%	9
2023 Q3	$1.31B	Buy	26,057,485 +690,119	+3%	+$36.1M	1.75%	15
2023 Q2	$1.32B	Buy	25,367,366 +1,216,345	+5%	+$60M	1.76%	16
2023 Q1	$1.16B	Buy	24,151,021 +176,625	+0.7%	+$8.29M	1.67%	16
2022 Q4	$1.08B	Sell	23,974,396 -1,683,729	-7%	-$76.1M	1.62%	18
2022 Q3	$1.08B	Sell	25,658,125 -1,733,894	-6%	-$81M	1.86%	15
2022 Q2	$1.21B	Buy	27,392,019 +5,557,890	+25%	+$268M	2%	13
2022 Q1	$1.16B	Buy	21,834,129 +5,602,568	+35%	+$293M	1.8%	15
2021 Q4	$906M	Buy	16,231,561 +911,313	+6%	+$49.2M	1.46%	17
2021 Q3	$773M	Buy	15,320,248 +1,481,539	+11%	+$76.8M	1.37%	17
2021 Q2	$697M	Buy	13,838,709 +697,991	+5%	+$34.3M	1.24%	19
2021 Q1	$612M	Buy	13,140,718 +1,052,265	+9%	+$47.7M	1.23%	17
2020 Q4	$531M	Buy	12,088,453 +745,809	+7%	+$31.1M	1.17%	20
2020 Q3	$446M	Buy	11,342,644 +443,287	+4%	+$17.3M	1.17%	20
2020 Q2	$395M	Buy	10,899,357 +2,083,392	+24%	+$71.6M	1.14%	21
2020 Q1	$267M	Buy	8,815,965 +6,892,366	+358%	+$247M	0.95%	25
2019 Q4	$72.8M	Buy	1,923,599 +286,646	+18%	+$10.4M	0.22%	44
2019 Q3	$57M	Buy	1,636,953 +206,122	+14%	+$7.17M	0.19%	54
2019 Q2	$49.4M	Buy	1,430,831 +421,297	+42%	+$14.3M	0.17%	57
2019 Q1	$33.5M	Buy	1,009,534 +226,441	+29%	+$7.23M	0.12%	74
2018 Q4	$22.9M	Buy	783,093 +145,572	+23%	+$4.59M	0.09%	87
2018 Q3	$21.7M	Buy	637,521 +113,924	+22%	+$3.81M	0.08%	96
2018 Q2	$16.7M	Buy	523,597 +162,969	+45%	+$5.17M	0.07%	105
2018 Q1	$11.2M	Buy	360,628 +300,324	+498%	+$9.61M	0.05%	140
2017 Q4	$1.89M	Buy	+60,304	New	+$1.84M	0.01%	478
2016 Q1	–	Sell	-304	Closed	-$7K	–	4505
2015 Q4	$7K	Buy	+304	New	+$7.32K	﹤0.01%	3525

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Creative Planning's SPYM Position: Q1 2026 in Review

Creative Planning increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.6% in Q1 2026, buying an estimated $68.7M and bringing the position to 33,659,028 shares worth $2.58B. The position accounts for 1.75% of the portfolio, ranked #10.

Creative Planning first reported a position in SPYM in Q4 2015 and has held it in 35 quarters since. The position peaked at $2.63B in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Creative Planning held 33,659,028 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.58B as of Q1 2026.
Creative Planning bought 858,879 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $68.7M.
State Street SPDR Portfolio S&P 500 ETF made up 1.75% of Creative Planning's portfolio in Q1 2026, its #10 holding.
Creative Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2015 and has held it in 35 quarters since.
Creative Planning's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.63B in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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