Creative Planning SPTM Holdings History
Creative Planning's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, Creative Planning held 1.81 Mil shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $123.29 Mil. This investment constitutes 0.12% of their stock portfolio, and Creative Planning now holds 1.3% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2018Q3. And since then Creative Planning has made 13 purchases of SPTM, at an average price of $67.70, for a total of 1.95 Mil shares. In addition, there have been 14 sales at an average price of $47.03 for 135,466.00 shares. Based on historical transaction data and SPTM's current price of $76.08, Creative Planning's estimated gain on his SPTM holdings is $12.38 Mil, reflecting a 9.39% gain to date.
Creative Planning SPTM ($76.08) Holding Chart
Creative Planning SPTM ($76.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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