Spdr Series Trust shares owned by Creative Planning
Quarter-by-quarter ownership of Spdr Series Trust (XSW) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Spdr Series Trust
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All positions including Spdr Series Trust 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 by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $352k | 2.2k | 160.69 |
| 2024-06-30 | $331k | 2.2k | 151.11 |
| 2024-03-31 | $341k | 2.2k | 155.99 |
| 2023-12-31 | $355k | 2.4k | 150.33 |
| 2023-09-30 | $278k | 2.2k | 126.88 |
| 2023-06-30 | $292k | 2.2k | 133.35 |
| 2023-03-31 | $269k | 2.2k | 123.07 |
| 2022-12-31 | $238k | 2.2k | 108.72 |
| 2022-09-30 | $234k | 2.2k | 106.95 |
| 2022-06-30 | $240k | 2.2k | 111.01 |
| 2022-03-31 | $318k | 2.2k | 147.29 |
| 2017-06-30 | $3.0k | 40 | 75.00 |
| 2017-03-31 | $2.0k | 40 | 50.00 |
| 2016-12-31 | $2.0k | 40 | 50.00 |