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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

STT holding history

State Street Corp 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.

STT overviewAll 13F holders of STTFull Q2 2026 holdings

Shares (Q2 2026)
137,249
Value
$23.3M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of STT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026137,249$23.3M<0.1%+23,996+21.2%AddedHolders
Q1 2026113,253$14.3M<0.1%+32,474+40.2%AddedHolders
Q4 202580,779$10.4M<0.1%+34,004+72.7%AddedHolders
Q3 202546,775$5.43M<0.1%+15,088+47.6%AddedHolders
Q2 202531,687$3.37M<0.1%+11,186+54.6%AddedHolders
Q1 202520,501$1.84M<0.1%−3,166−13.4%ReducedHolders
Q4 202423,667$2.32M<0.1%+2,797+13.4%AddedHolders
Q3 202420,870$1.85M<0.1%+2,470+13.4%AddedHolders
Q2 202418,400$1.36M<0.1%+1,857+11.2%AddedHolders
Q1 202416,543$1.28M<0.1%+1,019+6.6%AddedHolders
Q4 202315,524$1.20M<0.1%+595+4.0%AddedHolders
Q3 202314,929$999.7K<0.1%−657−4.2%ReducedHolders
Q2 202315,586$1.14M<0.1%+501+3.3%AddedHolders
Q1 202315,085$1.14M<0.1%+1,970+15.0%AddedHolders
Q4 202213,115$1.02M<0.1%+2,188+20.0%AddedHolders
Q3 202210,927$664.0K<0.1%+2,567+30.7%AddedHolders
Q2 20228,360$515.0K<0.1%−2,280−21.4%ReducedHolders
Q1 202210,640$927.0K<0.1%+1,606+17.8%AddedHolders
Q4 20219,034$840.0K<0.1%+23+0.3%AddedHolders
Q3 20219,011$763.0K<0.1%+1,261+16.3%AddedHolders
Q2 20217,750$638.0K<0.1%−359−4.4%ReducedHolders
Q1 20218,109$681.0K<0.1%––Holders

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