Creative Planning Spdr Index Shs Fds S Spdr Port Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Creative Planning holds 3,666 shares of SPGM stock, worth $278,579. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,666

Holding current value

$278,579

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$68.95 - $75.02 $252,770 - $275,023	3,666 New	3,666 $274,000

Others Institutions Holding SPGM

# of Institutions

162

Shares Held

9.66M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.16M
Shares

$164 Million
0.05% of portfolio
Sequoia Financial Advisors, LLC

1.39M
Shares

$106 Million
0.71% of portfolio
High Tower Advisors, LLC Chicago, IL

682K
Shares

$51.8 Million
0.06% of portfolio
Advance Capital Management, Inc. Southfield, MI

374K
Shares

$28.4 Million
1.89% of portfolio
Peak Financial Management, Inc.

371K
Shares

$28.2 Million
7.75% of portfolio

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About SPDR INDEX SHS FDS S SPDR PORT

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