Creative Planning »

South Plains Financial shares owned by Creative Planning

Quarter-by-quarter ownership of South Plains Financial (SPFI) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in South Plains Financial

Tip: Access up to 7 years of quarterly data

All positions including South Plains Financial held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in South Plains Financial by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $855k 22k 38.65
2025-06-30 $703k 20k 36.04
2025-03-31 $329k 9.9k 33.12
2024-12-31 $628k 18k 34.75
2024-09-30 $504k 15k 33.92

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding South Plains Financial

BlackRock
Vanguard Group
Dimensional Fund Advisors
Jpmorgan Chase & Co
Acadian Asset Management
American Century Companies
Geode Capital Management
State Street Corporation
Bridgeway Capital Management
Polaris Capital Management
Gabelli Funds
Northern Trust
Charles Schwab Investment Management
Empowered Funds
John W. Rosenthal Capital Management

View all funds holding South Plains Financial