Creative Planning SPDW Holdings History

Number of Shares
86.62 Mil
Current Holdings Value*
$3.15 Bil
% of Portfolio
2.97%
Total Estimate Gain
$718.52 Mil
% of Total Estimate Gain
24.74%

Creative Planning's SPDR Portfolio Developed World ex-US ETF Holding Summary

As of 2025-03-31, Creative Planning held 86.62 Mil shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $3.15 Bil. This investment constitutes 2.97% of their stock portfolio, and Creative Planning now holds 12.94% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.

The initial trade took place in 2018Q1. And since then Creative Planning has made 24 purchases of SPDW, at an average price of $32.15, for a total of 90.34 Mil shares. In addition, there have been 4 sales at an average price of $31.73 for 3.72 Mil shares. Based on historical transaction data and SPDW's current price of $40.46, Creative Planning's estimated gain on his SPDW holdings is $718.52 Mil, reflecting a 24.74% gain to date.

Creative Planning SPDW ($40.46) Holding Chart

Creative Planning SPDW ($40.46) 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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