Creative Planning

Position in SPY — Spdr S&P 500 ETF Trust

CIK 1540235 OVERLAND PARK, KS

Back to SPY Full portfolio

Position in SPY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,211,529,483

+$289,120,542 QoQ

Shares Held

2,961,460

+0.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

3.79%

of 13F equity value

Holder Rank

#34

of 4,600 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in SPY Over Time

Shares Held

Position Value (USD)

Derivatives in SPY

reported options exposure · as of Jun 30, 2026

CallValue

$20,643

CallShares

200

PutValue

$33,337

PutShares

6,100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

All Filings in SPY

Export CSV

50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,211,529,483	2,961,460	+0.2%	Shares	Defined	2026-08-13
2026-06-30	$20,643	200	-81.8%	Call	Sole	2026-08-13
2026-06-30	$33,337	6,100	-61.9%	Put	Sole	2026-08-13
2026-03-31	$1,922,408,941	2,956,006	-1.9%	Shares	Defined	2026-05-12
2025-12-31	$2,055,819,683	3,014,752	+1.0%	Shares	Sole	2026-02-17
2025-09-30	$1,988,313,469	2,984,649	+1.8%	Shares	Defined	2025-11-14
2025-09-30	$567,093	1,100	+175.0%	Call	Sole	2025-11-14
2025-09-30	$21,638	16,000	+1354.5%	Put	Sole	2025-11-14
2025-06-30	$1,811,363,201	2,931,720	-1.9%	Shares	Defined	2025-08-08
2025-06-30	$12,055	1,100	-88.9%	Put	Sole	2025-08-08
2025-06-30	$247,140	400	+300.0%	Call	Sole	2025-08-08
2025-03-31	$1,672,124,671	2,989,193	+1.6%	Shares	Defined	2025-05-15
2024-12-31	$1,724,188,165	2,941,899	-1.2%	Shares	Defined	2025-02-14
2024-09-30	$1,698,936,687	2,976,452	-0.7%	Shares	Sole	2024-10-11
2024-06-30	$29,320	9,900	-3.9%	Put	Sole	2024-08-15
2024-06-30	$1,632,010,717	2,998,807	-0.8%	Shares	Defined	2024-08-15
2024-03-31	$63,673	10,300	-19.5%	Put	Defined	2024-05-13
2024-03-31	$1,580,508,311	3,021,600	-1.3%	Shares	Sole	2024-05-13
2023-12-31	$491,566	12,800	+116.9%	Put	Sole	2024-02-14
2023-12-31	$1,455,262,330	3,061,712	+2.6%	Shares	Defined	2024-02-14
2023-09-30	$5,548	100	-80.0%	Call	Sole	2023-11-16
2023-09-30	$26,476	5,900	-36.6%	Put	Sole	2023-11-16
2023-09-30	$1,275,608,868	2,984,020	-4.7%	Shares	Defined	2023-11-16
2023-06-30	$8,778	500	-37.5%	Call	Sole	2023-07-21
2023-06-30	$1,387,677,401	3,130,476	-8.2%	Shares	Defined	2023-07-21
2023-06-30	$30,319	9,300	+210.0%	Put	Sole	2023-07-21
2023-03-31	$128,339	800	-33.3%	Call	Sole	2023-05-15
2023-03-31	$108,310	3,000	-6.2%	Put	Sole	2023-05-15
2023-03-31	$1,395,887,666	3,409,677	-5.4%	Shares	Sole	2023-05-15
2022-12-31	$1,378,053,998	3,603,415	-0.2%	Shares	Sole	2023-02-10
2022-12-31	$33,479	3,200	-70.1%	Put	Sole	2023-02-10
2022-12-31	$160,085	1,200	-42.9%	Call	Sole	2023-02-10
2022-09-30	$3,609,800	10,700	+2575.0%	Put	Sole	2022-11-03
2022-09-30	$1,289,292,643	3,609,644	-7.1%	Shares	Sole	2022-11-03
2022-09-30	$152,872	2,100	+75.0%	Call	Sole	2022-11-03
2022-06-30	$79,450	1,200	-88.9%	Call	Sole	2022-08-15
2022-06-30	$23,000	400	-96.1%	Put	Sole	2022-08-15
2022-06-30	$1,465,265,030	3,884,069	+52.5%	Shares	Sole	2022-08-15
2022-03-31	$1,150,169,006	2,546,650	+1.8%	Shares	Sole	2022-05-16
2022-03-31	$21,000	10,300	-45.5%	Put	Sole	2022-05-16
2022-03-31	$4,522,400	10,800	+10700.0%	Call	Sole	2022-05-16
2021-12-31	$1,188,457,260	2,502,226	-1.5%	Shares	Sole	2022-02-11
2021-09-30	$1,090,266,217	2,540,584	-31.4%	Shares	Sole	2021-11-10
2021-09-30	$42,914	100	0.0%	Call	Sole	2021-11-10
2021-06-30	$1,584,554,410	3,701,711	+185.5%	Shares	Sole	2021-08-04
2021-06-30	$42,806	100	-75.0%	Call	Sole	2021-08-04
2021-03-31	$40,633	400	—	Call	Sole	2021-04-30
2021-03-31	$513,922,299	1,296,703	-0.3%	Shares	Sole	2021-04-30
2021-03-31	$239,899	18,900	—	Put	Sole	2021-04-30
2020-12-31	$486,100,082	1,300,150	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.