Centricity Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Centricity Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 4,878 shares of SPY stock, worth $3.28 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
4,878
Previous 4,879
0.02%
Holding current value
$3.28 Million
Previous $2.73 Billion
10.43%
% of portfolio
2.41%
Previous 2.48%
Shares
3 transactions
Others Institutions Holding SPY
# of Institutions
5,190Shares Held
643MCall Options Held
380MPut Options Held
723M-
Jpmorgan Chase & CO New York, NY58MShares$38.9 Billion2.54% of portfolio
-
Morgan Stanley New York, NY37MShares$24.8 Billion1.54% of portfolio
-
Goldman Sachs Group Inc New York, NY36.8MShares$24.7 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC30.9MShares$20.7 Billion1.43% of portfolio
-
Wells Fargo & Company San Francisco, CA20MShares$13.5 Billion2.65% of portfolio