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Spdr Series Trust fund shares owned by Creative Planning

Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Spdr Series Trust fund

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust fund held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust fund by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 11k 204.13

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 Spdr Series Trust fund

LPL Financial
Raymond James Financial
Envestnet Asset Management
Cambridge Investment Research Advisors
Ameriprise Financial
Advisor Group Holdings
MAI Wealth Advisors
Stratos Wealth Advisors
Compass Financial Services
Absolute Capital Management
Roger Wittlin Investment Advisory
Morgan Stanley
Graney & King
RFG - Bristol Wealth Advisors
Jpmorgan Chase & Co

View all funds holding Spdr Series Trust fund