Creative Planning Spdr Ser Tr Fds Spdr Portfolio Put Options Transaction History

Creative Planning

$116 Billion
Q2 2025

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q1 2023 May 15, 2023	BUY	$32.49 - $36.44 $42,237 - $47,372	1,300 New	1,300 $44,000

Others Institutions Holding SPEM

# of Institutions

956

Shares Held

226M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

18M
Shares

$786 Million
1.54% of portfolio
Lpl Financial LLC Fort Mill, SC

11.7M
Shares

$510 Million
0.18% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.9M
Shares

$478 Million
0.08% of portfolio
Allworth Financial LP

6.69M
Shares

$293 Million
1.42% of portfolio
Envestnet Asset Management Inc

6.48M
Shares

$284 Million
0.09% of portfolio

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