Creative Planning

Position in SPTM — State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF

CIK 1540235 OVERLAND PARK, KS

All Filings in SPTM

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SPTM	$326,235,318	4,126,427	+28.7%	Shares	Defined	2026-05-12
2025-12-31 SPTM	$264,583,605	3,207,074	+6.3%	Shares	Sole	2026-02-17
2025-09-30 SPTM	$243,333,873	3,017,159	+1.6%	Shares	Defined	2025-11-14
2025-06-30 SPTM	$222,496,092	2,970,972	+63.9%	Shares	Sole	2025-08-08
2025-03-31 SPTM	$123,287,711	1,812,788	+448.2%	Shares	Sole	2025-05-15
2024-12-31 SPTM	$23,618,971	330,659	+134.8%	Shares	Defined	2025-02-14
2024-09-30 SPTM	$9,864,937	140,807	-1.7%	Shares	Defined	2024-10-11
2024-06-30 SPTM	$9,500,191	143,183	-0.6%	Shares	Defined	2024-08-15
2024-03-31 SPTM	$9,244,143	144,102	+0.7%	Shares	Defined	2024-05-13
2023-12-31 SPTM	$8,368,052	143,166	+31.7%	Shares	Defined	2024-02-14
2023-09-30 SPTM	$5,706,660	108,719	-3.4%	Shares	Defined	2023-11-16
2023-06-30 SPTM	$6,128,419	112,572	-1.1%	Shares	Sole	2023-07-21
2023-03-31 SPTM	$5,739,135	113,804	-0.9%	Shares	Sole	2023-05-15
2022-12-31 SPTM	$5,429,364	114,810	-3.6%	Shares	Sole	2023-02-10
2022-09-30 SPTM	$5,251,736	119,060	-9.5%	Shares	Sole	2022-11-03
2022-06-30 SPTM	$6,113,839	131,537	-7.6%	Shares	Sole	2022-08-15
2022-03-31 SPTM	$7,908,478	142,290	+3.9%	Shares	Sole	2022-05-16
2021-12-31 SPTM	$8,002,272	136,908	-9.7%	Shares	Sole	2022-02-11
2021-09-30 SPTM	$8,031,906	151,574	-15.7%	Shares	Sole	2021-11-10
2021-06-30 SPTM	$9,529,250	179,899	+2.2%	Shares	Sole	2021-08-04
2021-03-31 SPTM	$8,658,669	176,025	+225.6%	Shares	Sole	2021-04-30
2020-12-31 SPTM	$2,491,625	54,060	+1.3%	Shares	Sole	2021-01-29
2020-09-30 SPTM	$2,181,154	53,342	-0.8%	Shares	Sole	2020-11-05
2020-06-30 SPTM	$2,031,921	53,783	-4.0%	Shares	Sole	2020-07-23
2020-03-31 SPTM	$1,762,300	56,035	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.