Creative Planning Spdr Portfolio S&P 1500 Compos Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Creative Planning holds 3,017,159 shares of SPTM stock, worth $245 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,017,159
Previous 2,970,972 1.55%
Holding current value
$245 Million
Previous $222 Million 9.37%
% of portfolio
0.19%
Previous 0.19%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$74.93 - $80.73 $3.46 Million - $3.73 Million
46,187 Added 1.55%
3,017,159 $243 Million
Q2 2025

Aug 08, 2025
BUY
$60.34 - $74.89 $69.9 Million - $86.7 Million
1,158,184 Added 63.89%
2,970,972 $222 Million
Q1 2025

May 15, 2025
BUY
$67.03 - $74.61 $99.3 Million - $111 Million
1,482,129 Added 448.23%
1,812,788 $123 Million
Q4 2024

Feb 14, 2025
BUY
$69.3 - $74.3 $13.2 Million - $14.1 Million
189,852 Added 134.83%
330,659 $23.6 Million
Q3 2024

Oct 11, 2024
SELL
$63.28 - $70.06 $150,353 - $166,462
-2,376 Reduced 1.66%
140,807 $9.86 Million
Q2 2024

Aug 15, 2024
SELL
$60.69 - $66.83 $55,774 - $61,416
-919 Reduced 0.64%
143,183 $9.5 Million
Q1 2024

May 10, 2024
BUY
$57.38 - $64.15 $53,707 - $60,044
936 Added 0.65%
144,102 $9.24 Million
Q4 2023

Feb 14, 2024
BUY
$50.31 - $58.65 $1.73 Million - $2.02 Million
34,447 Added 31.68%
143,166 $8.37 Million
Q3 2023

Nov 16, 2023
SELL
$52.22 - $56.31 $201,203 - $216,962
-3,853 Reduced 3.42%
108,719 $5.71 Million
Q2 2023

Jul 21, 2023
SELL
$49.75 - $54.44 $61,292 - $67,070
-1,232 Reduced 1.08%
112,572 $6.13 Million
Q1 2023

May 15, 2023
SELL
$46.97 - $51.65 $47,251 - $51,959
-1,006 Reduced 0.88%
113,804 $5.74 Million
Q4 2022

Feb 10, 2023
SELL
$44.09 - $50.41 $187,382 - $214,242
-4,250 Reduced 3.57%
114,810 $5.43 Million
Q3 2022

Nov 03, 2022
SELL
$44.11 - $53.04 $550,360 - $661,780
-12,477 Reduced 9.49%
119,060 $5.25 Million
Q2 2022

Aug 15, 2022
SELL
$45.19 - $56.15 $485,928 - $603,780
-10,753 Reduced 7.56%
131,537 $6.11 Million
Q1 2022

May 16, 2022
BUY
$51.36 - $58.82 $276,419 - $316,569
5,382 Added 3.93%
142,290 $7.91 Million
Q4 2021

Feb 11, 2022
SELL
$52.99 - $58.74 $777,151 - $861,480
-14,666 Reduced 9.68%
136,908 $8 Million
Q3 2021

Nov 10, 2021
SELL
$52.32 - $55.93 $1.48 Million - $1.58 Million
-28,325 Reduced 15.74%
151,574 $8.03 Million
Q2 2021

Aug 04, 2021
BUY
$49.77 - $52.97 $192,808 - $205,205
3,874 Added 2.2%
179,899 $9.53 Million
Q1 2021

Apr 30, 2021
BUY
$45.48 - $49.44 $5.55 Million - $6.03 Million
121,965 Added 225.61%
176,025 $8.66 Million
Q4 2020

Jan 29, 2021
BUY
$39.96 - $46.09 $28,691 - $33,092
718 Added 1.35%
54,060 $2.49 Million
Q3 2020

Nov 05, 2020
SELL
$37.97 - $43.65 $16,744 - $19,249
-441 Reduced 0.82%
53,342 $2.18 Million
Q2 2020

Jul 23, 2020
SELL
$29.99 - $39.74 $67,537 - $89,494
-2,252 Reduced 4.02%
53,783 $2.03 Million
Q1 2020

May 05, 2020
SELL
$27.12 - $41.81 $657,660 - $1.01 Million
-24,250 Reduced 30.2%
56,035 $1.76 Million
Q4 2019

Jan 30, 2020
SELL
$35.63 - $39.97 $1.02 Million - $1.15 Million
-28,666 Reduced 26.31%
80,285 $3.2 Million
Q3 2019

Nov 01, 2019
BUY
$36.53 - $37.33 $1.74 Million - $1.78 Million
47,632 Added 77.68%
108,951 $4 Million
Q2 2019

Jul 26, 2019
BUY
N/A
8,270 Added 15.59%
61,319 $2.24 Million
Q1 2019

Apr 24, 2019
BUY
N/A
2,347 Added 4.63%
53,049 $1.87 Million
Q4 2018

Feb 01, 2019
BUY
N/A
26,137 Added 106.4%
50,702 $1.57 Million
Q3 2018

Oct 25, 2018
BUY
N/A
361 Added 1.49%
24,565 $889,000
Q2 2018

Jul 20, 2018
BUY
N/A
7,674 Added 46.42%
24,204 $823,000
Q1 2018

Apr 18, 2018
BUY
N/A
214 Added 1.31%
16,530 $543,000
Q4 2017

Jan 17, 2018
BUY
N/A
13,801 Added 548.75%
16,316 $542,000
Q3 2017

Oct 17, 2017
BUY
N/A
2,515
2,515 $473,000

Others Institutions Holding SPTM

# of Institutions
759
Shares Held
98.3M
Call Options Held
46.9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email