Creative Planning
Position in SHE — State Street(R) SPDR(R) MSCI USA Gender Diversity ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in SHE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SHE | $288,592 | 2,258 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 SHE | $263,881 | 1,998 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 SHE | $255,935 | 2,008 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SHE | $244,524 | 1,959 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 SHE | $223,017 | 1,954 | Shares | Sole | 2025-05-15 | |
| 2023-09-30 SHE | $40,205 | 473 | Shares | Sole | 2023-11-16 | |
| 2022-03-31 SHE | $369 | 4 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||