Creative Planning
SSRM icon

Creative Planning’s SSR Mining SSRM Stock Holding History

Creative Planning’s Portfolio SSRM Stock Details SSRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.02M Buy
68,897
+434
+0.6% +$11.5K ﹤0.01% 1886
2025
Q4 		$1.5M Sell
68,463
-9,673
-12% -$215K ﹤0.01% 1955
2025
Q3 		$1.91M Sell
78,136
-14,921
-16% -$252K ﹤0.01% 1589
2025
Q2 		$1.19M Buy
93,057
+4,453
+5% +$50.2K ﹤0.01% 1714
2025
Q1 		$888K Sell
88,604
-1,413
-2% -$13K ﹤0.01% 1810
2024
Q4 		$629K Buy
90,017
+13,212
+17% +$82.2K ﹤0.01% 2021
2024
Q3 		$436K Buy
76,805
+15,870
+26% +$83.2K ﹤0.01% 2229
2024
Q2 		$275K Buy
60,935
+9,802
+19% +$50.3K ﹤0.01% 2428
2024
Q1 		$228K Buy
51,133
+25,854
+102% +$180K ﹤0.01% 2478
2023
Q4 		$271K Sell
25,279
-843
-3% -$10.2K ﹤0.01% 2161
2023
Q3 		$347K Buy
26,122
+1,599
+7% +$23.2K ﹤0.01% 1811
2023
Q2 		$348K Buy
24,523
+1,478
+6% +$22.4K ﹤0.01% 1796
2023
Q1 		$348K Buy
23,045
+8,726
+61% +$133K ﹤0.01% 1702
2022
Q4 		$224K Buy
14,319
+1,299
+10% +$19K ﹤0.01% 1939
2022
Q3 		$192K Buy
13,020
+45
+0.3% +$678 ﹤0.01% 1922
2022
Q2 		$217K Buy
+12,975
New +$268K ﹤0.01% 1828

Other funds holding SSRM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return