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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SPY holding history

SPDR S&P 500 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.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
2,961,460
Value
$2.21B
% of portfolio
1.3%
Quarters held
22
Since Q1 2021
Holdings of SPY by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,961,460$2.21B1.3%+5,454+0.2%AddedHolders
Q1 20262,956,006$1.92B1.3%−58,746−1.9%ReducedHolders
Q4 20253,014,752$2.06B1.5%+30,103+1.0%AddedHolders
Q3 20252,984,649$1.99B1.5%+52,929+1.8%AddedHolders
Q2 20252,931,720$1.81B1.5%−57,473−1.9%ReducedHolders
Q1 20252,989,193$1.67B1.6%+47,294+1.6%AddedHolders
Q4 20242,941,899$1.72B1.7%−34,553−1.2%ReducedHolders
Q3 20242,976,452$1.70B1.7%−22,355−0.7%ReducedHolders
Q2 20242,998,807$1.63B1.7%−22,793−0.8%ReducedHolders
Q1 20243,021,600$1.58B1.8%−40,112−1.3%ReducedHolders
Q4 20233,061,712$1.46B2.7%+77,692+2.6%AddedHolders
Q3 20232,984,020$1.28B1.7%−146,456−4.7%ReducedHolders
Q2 20233,130,476$1.39B1.8%−279,201−8.2%ReducedHolders
Q1 20233,409,677$1.40B2.0%−193,738−5.4%ReducedHolders
Q4 20223,603,415$1.38B2.1%−6,229−0.2%ReducedHolders
Q3 20223,609,644$1.29B2.2%−274,425−7.1%ReducedHolders
Q2 20223,884,069$1.47B2.4%+1,337,419+52.5%AddedHolders
Q1 20222,546,650$1.15B1.8%+44,424+1.8%AddedHolders
Q4 20212,502,226$1.19B1.9%−38,358−1.5%ReducedHolders
Q3 20212,540,584$1.09B1.9%−1,161,127−31.4%ReducedHolders
Q2 20213,701,711$1.58B2.8%+2,405,008+185.5%AddedHolders
Q1 20211,296,703$513.9M1.0%––Holders

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