Creative Planning
Position in MDY — State Street SPDR S&P MidCap 400SM ETF Trust
CIK 1540235
OVERLAND PARK, KS
All Filings in MDY
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35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,115,544 | 236,181 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $153,376,492 | 248,681 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $166,845,529 | 276,564 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $170,540,871 | 286,128 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $1,010 | 400 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $4,460 | 400 | Put | Sole | 2025-08-08 | |
| 2025-06-30 | $149,440,255 | 263,805 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $172,653,866 | 323,637 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $141,617,523 | 248,635 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $141,097,971 | 247,981 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $138,865,029 | 259,522 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $147,709,176 | 265,473 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $132,366,816 | 260,883 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $124,027,989 | 271,610 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $148,443,422 | 309,961 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $45,841 | 100 | Call | Sole | 2023-05-15 | |
| 2023-03-31 | $194,156,804 | 423,544 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $193,565,648 | 437,150 | Shares | Sole | 2023-02-10 | |
| 2022-12-31 | $44,279 | 100 | Call | Sole | 2023-02-10 | |
| 2022-09-30 | $165,218,422 | 411,339 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $186,151,544 | 450,196 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $68,642,891 | 139,959 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $64,536,059 | 124,664 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $58,159,069 | 120,943 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $60,013,696 | 122,225 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $56,210,079 | 118,076 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $36,000 | 2,100 | Put | Sole | 2021-04-30 | |
| 2020-12-31 | $49,285,170 | 117,368 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $77,000 | 5,000 | Put | Sole | 2021-01-29 | |
| 2020-09-30 | $45,497,753 | 134,279 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $69,000 | 2,100 | Put | Sole | 2020-11-05 | |
| 2020-06-30 | $104,000 | 2,100 | Put | Sole | 2020-07-23 | |
| 2020-06-30 | $43,703,611 | 134,684 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $552,048 | 2,100 | Put | Sole | 2020-05-05 | |
| 2020-03-31 | $37,640,998 | 143,187 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||