SEC 13F Intelligence

Centricity Wealth Management, LLC / SPY

Centricity Wealth Management, LLC’s State Str Spdr S&P 500 Etf T Position

Does Centricity Wealth Management, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes4.9K shares worth $3M (+2.41% of its 13F portfolio) as of Q2 2025, down from 4.9K shares the prior filed quarter.

Position Value
$3M
Q2 2025
Shares
4.9K
% of Portfolio
+2.41%
Quarters Held
3
currently held

Position History SPY

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20254.9K$3M+2.41%
Q1 20254.9K$3M+2.48%
Q4 20244.9K$3M+2.67%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Centricity Wealth Management, LLC’s full portfolio or all institutional holders of SPY.