SPDR SER TR

Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 99,813 Value ($000) $4,317 Avg Close — Range —
Q3 2025
Shares 83,654 Value ($000) $3,681 Avg Close — Range —
Q2 2025
Shares 84,882 Value ($000) $3,602 Avg Close — Range —
Q1 2025
Shares 76,369 Value ($000) $3,380 Avg Close — Range —
Q4 2024
Shares 61,874 Value ($000) $2,675 Avg Close — Range —
Q3 2024
Shares 56,703 Value ($000) $2,588 Avg Close — Range —
Q2 2024
Shares 58,327 Value ($000) $2,346 Avg Close — Range —
Q1 2024
Shares 63,058 Value ($000) $2,567 Avg Close — Range —
Q4 2023
Shares 62,834 Value ($000) $2,462 Avg Close — Range —
Q3 2023
Shares 72,283 Value ($000) $2,535 Avg Close — Range —
Q2 2023
Shares 108,809 Value ($000) $4,035 Avg Close — Range —
Q1 2023
Shares 131,882 Value ($000) $5,012 Avg Close — Range —
Q4 2022
Shares 133,163 Value ($000) $5,271 Avg Close — Range —
Q3 2022
Shares 73,745 Value ($000) $2,616 Avg Close — Range —
Q2 2022
Shares 128,396 Value ($000) $5,124 Avg Close — Range —
Q1 2022
Shares 48,710 Value ($000) $2,141 Avg Close — Range —
Q4 2021
Shares 61,834 Value ($000) $2,600 Avg Close — Range —
Q3 2021
Shares 48,289 Value ($000) $1,889 Avg Close — Range —
Q2 2021
Shares 54,733 Value ($000) $2,194 Avg Close — Range —
Q1 2021
Shares 43,910 Value ($000) $1,691 Avg Close — Range —
Q4 2020
Shares 42,563 Value ($000) $1,402 Avg Close — Range —
Q3 2020
Shares 18,042 Value ($000) $494 Avg Close — Range —
Q2 2020
Shares 13,205 Value ($000) $368 Avg Close — Range —
Q1 2020
Shares 41,778 Value ($000) $1,028 Avg Close — Range —
Q4 2019
Shares 41,699 Value ($000) $1,645 Avg Close — Range —
Q3 2019
Shares 33,649 Value ($000) $1,278 Avg Close — Range —
Q2 2019
Shares 32,868 Value ($000) $1,250 Avg Close — Range —
Q1 2019
Shares 28,875 Value ($000) $1,093 Avg Close — Range —
Q4 2018
Shares 13,608 Value ($000) $464 Avg Close — Range —
Q3 2018
Shares 13,666 Value ($000) $513 Avg Close — Range —
Q2 2018
Shares 13,402 Value ($000) $500 Avg Close — Range —
Q1 2018
Shares 13,453 Value ($000) $481 Avg Close — Range —
Q4 2017
Shares 8,853 Value ($000) $332 Avg Close — Range —
Q3 2017
Shares 7,465 Value ($000) $269 Avg Close — Range —
Q2 2017
Shares 8,000 Value ($000) $282 Avg Close — Range —
Q1 2017
Shares 8,000 Value ($000) $282 Avg Close — Range —