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

Creative Planning’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.4M	Buy	695,802 +3,987	+0.6%	+$231K	0.03%	262
2025 Q4	$39.3M	Sell	691,815 -8,219	-1%	-$462K	0.03%	240
2025 Q3	$38.7M	Buy	700,034 +43,525	+7%	+$2.34M	0.03%	236
2025 Q2	$34.4M	Sell	656,509 -29,325	-4%	-$1.47M	0.03%	231
2025 Q1	$35M	Sell	685,834 -16,781	-2%	-$870K	0.03%	216
2024 Q4	$35.9M	Buy	702,615 +627,403	+834%	+$33.4M	0.03%	191
2024 Q3	$3.98M	Sell	75,212 -7,676	-9%	-$391K	﹤0.01%	731
2024 Q2	$4.04M	Buy	82,888 +15,541	+23%	+$760K	﹤0.01%	698
2024 Q1	$3.37M	Buy	67,347 +961	+1%	+$45.8K	﹤0.01%	754
2023 Q4	$3.1M	Sell	66,386 -8,363	-11%	-$361K	0.01%	730
2023 Q3	$3.08M	Sell	74,749 -12,370	-14%	-$536K	﹤0.01%	681
2023 Q2	$3.76M	Buy	87,119 +18,862	+28%	+$779K	0.01%	603
2023 Q1	$2.78M	Sell	68,257 -2,656	-4%	-$108K	﹤0.01%	672
2022 Q4	$2.76M	Sell	70,913 -3,396	-5%	-$130K	﹤0.01%	646
2022 Q3	$2.56M	Sell	74,309 -2,387	-3%	-$90.6K	﹤0.01%	611
2022 Q2	$2.82M	Buy	76,696 +4,690	+7%	+$186K	﹤0.01%	601
2022 Q1	$3.01M	Buy	72,006 +11,672	+19%	+$481K	﹤0.01%	599
2021 Q4	$2.53M	Buy	60,334 +7,324	+14%	+$299K	﹤0.01%	616
2021 Q3	$2.07M	Sell	53,010 -4,830	-8%	-$193K	﹤0.01%	678
2021 Q2	$2.29M	Buy	57,840 +11,698	+25%	+$463K	﹤0.01%	627
2021 Q1	$1.75M	Buy	46,142 +5,366	+13%	+$194K	﹤0.01%	781
2020 Q4	$1.4M	Sell	40,776 -12,516	-23%	-$407K	﹤0.01%	807
2020 Q3	$1.61M	Buy	53,292 +3,932	+8%	+$119K	﹤0.01%	637
2020 Q2	$1.43M	Buy	+49,360	New	+$1.41M	﹤0.01%	615
2020 Q1	–	Sell	-6,888	Closed	-$240K	–	2067
2019 Q4	$240K	Sell	6,888 -8,168	-54%	-$273K	﹤0.01%	1537
2019 Q3	$481K	Buy	+15,056	New	+$474K	﹤0.01%	1084
2019 Q2	–	Sell	-8,460	Closed	-$256K	–	2116
2019 Q1	$256K	Buy	+8,460	New	+$249K	﹤0.01%	1428
2017 Q3	–	Sell	-3,236	Closed	-$92K	–	3473
2017 Q2	$92K	Sell	3,236 -4	-0.1%	-$113	﹤0.01%	2048
2017 Q1	$91K	Buy	3,240 +4	+0.1%	+$112	﹤0.01%	2021
2016 Q4	$89K	Hold	3,236	–	–	﹤0.01%	1948
2016 Q3	$83K	Hold	3,236	–	–	﹤0.01%	1968
2016 Q2	$81K	Hold	3,236	–	–	﹤0.01%	1806
2016 Q1	$79K	Hold	3,236	–	–	﹤0.01%	1778
2015 Q4	$78K	Hold	3,236	–	–	﹤0.01%	1789
2015 Q3	$73K	Buy	+3,236	New	+$78.3K	﹤0.01%	1786
2015 Q2	–	Sell	-3,236	Closed	-$81K	–	2756
2015 Q1	$81K	Hold	3,236	–	–	﹤0.01%	1693
2014 Q4	$82K	Hold	3,236	–	–	﹤0.01%	1660
2014 Q3	$79K	Buy	+3,236	New	+$79.7K	﹤0.01%	1632

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creative Planning's SPYV Position: Q1 2026 in Review

Creative Planning increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.58% in Q1 2026, buying an estimated $231K and bringing the position to 695,802 shares worth $39.4M. The position accounts for 0.03% of the portfolio, ranked #262.

Creative Planning first reported a position in SPYV in Q3 2014 and has held it in 38 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Creative Planning held 695,802 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $39.4M as of Q1 2026.
Creative Planning bought 3,987 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $231K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Creative Planning's portfolio in Q1 2026, its #262 holding.
Creative Planning first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2014 and has held it in 38 quarters since.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

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