Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDY overview All 13F holders of MDY Full Q2 2026 holdings

Shares (Q2 2026): 236,181
Value: $166.1M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MDY by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	236,181	$166.1M	0.1%	−12,500−5.0%	Reduced	Holders
Q1 2026	248,681	$153.4M	0.1%	−27,883−10.1%	Reduced	Holders
Q4 2025	276,564	$166.8M	0.1%	−9,564−3.3%	Reduced	Holders
Q3 2025	286,128	$170.5M	0.1%	+22,323+8.5%	Added	Holders
Q2 2025	263,805	$149.4M	0.1%	−59,832−18.5%	Reduced	Holders
Q1 2025	323,637	$172.7M	0.2%	+75,002+30.2%	Added	Holders
Q4 2024	248,635	$141.6M	0.1%	+654+0.3%	Added	Holders
Q3 2024	247,981	$141.1M	0.1%	−11,541−4.4%	Reduced	Holders
Q2 2024	259,522	$138.9M	0.1%	−5,951−2.2%	Reduced	Holders
Q1 2024	265,473	$147.7M	0.2%	+4,590+1.8%	Added	Holders
Q4 2023	260,883	$132.4M	0.2%	−10,727−3.9%	Reduced	Holders
Q3 2023	271,610	$124.0M	0.2%	−38,351−12.4%	Reduced	Holders
Q2 2023	309,961	$148.4M	0.2%	−113,583−26.8%	Reduced	Holders
Q1 2023	423,544	$194.2M	0.3%	−13,606−3.1%	Reduced	Holders
Q4 2022	437,150	$193.6M	0.3%	+25,811+6.3%	Added	Holders
Q3 2022	411,339	$165.2M	0.3%	−38,857−8.6%	Reduced	Holders
Q2 2022	450,196	$186.2M	0.3%	+310,237+221.7%	Added	Holders
Q1 2022	139,959	$68.6M	0.1%	+15,295+12.3%	Added	Holders
Q4 2021	124,664	$64.5M	0.1%	+3,721+3.1%	Added	Holders
Q3 2021	120,943	$58.2M	0.1%	−1,282−1.0%	Reduced	Holders
Q2 2021	122,225	$60.0M	0.1%	+4,149+3.5%	Added	Holders
Q1 2021	118,076	$56.2M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.