Creative Planning »

Spdr Series Trust aerospace def shares owned by Creative Planning

Quarter-by-quarter ownership of Spdr Series Trust aerospace def (XAR) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Spdr Series Trust aerospace def

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust aerospace def 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 Spdr Series Trust aerospace def by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.0M 30k 135.42
2023-09-30 $4.0M 36k 112.10
2023-06-30 $4.2M 35k 121.53
2023-03-31 $4.2M 36k 116.91
2022-12-31 $4.3M 39k 110.05
2022-09-30 $3.5M 38k 91.67
2022-06-30 $4.0M 39k 100.60
2022-03-31 $3.9M 31k 124.69
2021-12-31 $748k 6.4k 116.49
2021-09-30 $860k 7.2k 119.23
2021-06-30 $813k 6.1k 132.28
2021-03-31 $1.1M 8.9k 125.62
2020-12-31 $1.5M 13k 114.74
2020-09-30 $530k 6.1k 87.40
2020-06-30 $727k 8.3k 87.75
2020-03-31 $589k 7.7k 76.07
2019-12-31 $613k 5.6k 109.11
2019-09-30 $751k 7.0k 106.80
2019-06-30 $477k 4.6k 103.88
2019-03-31 $473k 5.2k 91.72
2018-12-31 $394k 5.0k 78.88
2018-09-30 $750k 7.5k 99.52
2018-06-30 $461k 5.3k 87.21
2018-03-31 $433k 5.0k 86.84
2017-12-31 $209k 2.5k 83.60
2017-09-30 $215k 2.7k 79.63
2017-06-30 $170k 2.4k 70.25
2017-03-31 $157k 2.4k 66.81
2016-12-31 $139k 2.2k 63.18
2016-09-30 $128k 2.2k 58.18
2016-06-30 $123k 2.2k 55.91
2016-03-31 $10k 200 50.00
2015-12-31 $11k 200 55.00
2015-09-30 $10k 200 50.00
2015-03-31 $12k 100 120.00
2014-12-31 $11k 100 110.00
2014-09-30 $30k 302 99.34
2014-06-30 $20k 202 99.01
2014-03-31 $21k 202 103.96
2013-12-31 $41k 413 99.27
2013-09-30 $42k 499 84.17

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding Spdr Series Trust aerospace def

Bank of America Corporation
Cumberland Advisors
Wells Fargo & Company
Advisor Group Holdings
UBS Group
Pnc Financial Services
Greenlight Capital
Howard Capital Management Group
Global Assets Advisory
Goldman Sachs Group
Commonwealth Equity Services
Migdal Insurance & Financial Holdings
Royal Bank of Canada
Raymond James & Associates
Cambridge Investment Research Advisors

View all funds holding Spdr Series Trust aerospace def