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Centricity Wealth Management, LLC

SEC CIK
0002054645
Latest filing
Jul 18, 2025

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Centricity Wealth Management, LLC, 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 2025 holdings

Shares (Q2 2025)
4,878
Value
$3.01M
% of portfolio
2.4%
Quarters held
3
Since Q4 2024
Holdings of SPY by Centricity Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20254,878$3.01M2.4%−10.0%ReducedHolders
Q1 20254,879$2.73M2.5%−20.0%ReducedHolders
Q4 20244,881$2.86M2.7%–No prior filingHolders