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

225M

Call Options Held

0

Put Options Held

0

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

18M
Shares

$848 Million
1.54% of portfolio
Lpl Financial LLC Fort Mill, SC

11.7M
Shares

$551 Million
0.18% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.9M
Shares

$516 Million
0.08% of portfolio
Allworth Financial LP

6.69M
Shares

$316 Million
1.42% of portfolio
Envestnet Asset Management Inc

6.48M
Shares

$306 Million
0.09% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.