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Sp Funds Trust shares owned by Creative Planning

Quarter-by-quarter ownership of Sp Funds Trust (SPWO) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Sp Funds Trust

Tip: Access up to 7 years of quarterly data

All positions including Sp Funds Trust held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sp Funds Trust by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $407k 15k 26.65
2025-06-30 $372k 15k 24.41

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View all positions for Creative Planning

Top funds holding Sp Funds Trust

Shariaportfolio
RFG Advisory
Jane Street
Toroso Investments
TD Waterhouse Canada
Susquehanna International
Creative Planning
Gts Securities
Lido Advisors
Federation des caisses Desjardins du Quebec
Citadel Advisors
CWM
Strengthening Families & Communities
National Bank Of Canada /fi/
Pacific Center for Financial Services

View all funds holding Sp Funds Trust