Spdr S&p 500 Etf shares owned by Centric Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.0k | 681.91 |
| 2025-06-30 | $1.3M | 2.1k | 637.06 |
| 2025-03-31 | $1.1M | 2.0k | 559.33 |
| 2024-12-31 | $1.1M | 1.9k | 585.94 |
| 2024-09-30 | $1.1M | 1.9k | 590.90 |
| 2024-06-30 | $938k | 1.7k | 544.50 |
| 2024-03-31 | $798k | 1.6k | 502.04 |
| 2023-12-31 | $368k | 748 | 492.38 |
| 2023-09-30 | $318k | 744 | 427.55 |
| 2023-06-30 | $6.6M | 15k | 439.66 |
| 2023-03-31 | $3.6M | 8.7k | 409.39 |
| 2022-12-31 | $1.5M | 3.9k | 382.43 |
| 2021-03-31 | $241k | 608 | 396.38 |
| 2020-12-31 | $227k | 608 | 373.36 |
| 2020-06-30 | $202k | 654 | 308.87 |