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Creative Planning SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
33
Latest value
$4K
Q3 2026
Peak value
$2.3B
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11K |
| Q3 2025 | $1K |
| Q3 2025 | $2K |
| Q3 2025 | $2B |
| Q3 2025 | $15K |
| Q3 2025 | $18K |
| Q3 2025 | $91K |
| Q3 2025 | $24K |
| Q3 2025 | $4K |
| Q3 2025 | $1K |
| Q3 2025 | $1K |
| Q3 2025 | $1K |
| Q3 2025 | $34K |
| Q3 2025 | $18.1M |
| Q3 2025 | $26K |
| Q4 2025 | $2B |
| Q4 2025 | $18.5M |
| Q1 2026 | $17.7M |
| Q1 2026 | $1.9B |
| Q2 2026 | $18.1M |
| Q2 2026 | $2.2B |
| Q2 2026 | $9K |
| Q2 2026 | $12K |
| Q2 2026 | $12K |
| Q2 2026 | $2K |
| Q2 2026 | $19K |
| Q3 2026 | $17.4M |
| Q3 2026 | $2.3B |
| Q3 2026 | $9K |
| Q3 2026 | $12K |
| Q3 2026 | $1K |
| Q3 2026 | $1K |
| Q3 2026 | $4K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4K | 300 | — | — |
| Q3 2026 | $1K | 100 | — | — |
| Q3 2026 | $1K | 100 | — | — |
| Q3 2026 | $12K | 100 | — | — |
| Q3 2026 | $9K | 100 | — | — |
| Q3 2026 | $2.3B | 2.96M | — | — |
| Q3 2026 | $17.4M | 22.8K | — | — |
| Q2 2026 | $19K | 4.0K | — | — |
| Q2 2026 | $2K | 100 | — | — |
| Q2 2026 | $12K | 2.0K | — | — |
| Q2 2026 | $12K | 100 | — | — |
| Q2 2026 | $9K | 100 | — | — |
| Q2 2026 | $2.2B | 2.94M | — | — |
| Q2 2026 | $18.1M | 24.2K | — | — |
| Q1 2026 | $1.9B | 2.93M | — | — |
| Q1 2026 | $17.7M | 27.3K | — | — |
| Q4 2025 | $18.5M | 27.2K | — | — |
| Q4 2025 | $2B | 2.99M | — | — |
| Q3 2025 | $26K | 100 | — | — |
| Q3 2025 | $18.1M | 27.1K | — | — |
| Q3 2025 | $34K | 300 | — | — |
| Q3 2025 | $1K | 100 | — | — |
| Q3 2025 | $1K | 100 | — | — |
| Q3 2025 | $1K | 800 | — | — |
| Q3 2025 | $4K | 4.8K | — | — |
| Q3 2025 | $24K | 100 | — | — |
| Q3 2025 | $91K | 400 | — | — |
| Q3 2025 | $18K | 100 | — | — |
| Q3 2025 | $15K | 100 | — | — |
| Q3 2025 | $2B | 2.96M | — | — |
| Q3 2025 | $2K | 400 | — | — |
| Q3 2025 | $1K | 100 | — | — |
| Q3 2025 | $11K | 9.7K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B