Centennial Wealth Advisory’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Centennial Wealth Advisory’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$475K	Sell	623 -49	-7%	-$37.2K	0.1%	132
2026 Q2	$502K	Buy	672 +14	+2%	+$10.2K	0.11%	126
2026 Q1	$428K	Sell	658 -60	-8%	-$40.8K	0.1%	115
2025 Q4	$490K	Sell	718 -65	-8%	-$43.9K	0.13%	112
2025 Q3	$522K	Buy	783 +129	+20%	+$82.7K	0.15%	97
2025 Q2	$404K	Buy	654 +35	+6%	+$20K	0.13%	114
2025 Q1	$346K	Sell	619 -58	-9%	-$34.1K	0.13%	114
2024 Q4	$397K	Sell	677 -36	-5%	-$21.2K	0.16%	85
2024 Q3	$409K	Buy	713 +38	+6%	+$21K	0.16%	83
2024 Q2	$367K	Sell	675 -46	-6%	-$24.1K	0.16%	81
2024 Q1	$377K	Buy	721 +300	+71%	+$149K	0.17%	82
2023 Q4	$200K	Buy	+421	New	+$188K	0.1%	128

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Centennial Wealth Advisory's SPY Position: Q3 2026 in Review

Centennial Wealth Advisory reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.3% in Q3 2026, selling an estimated $37.2K and leaving 623 shares worth $475K. The position accounts for 0.1% of the portfolio, ranked #132.

Centennial Wealth Advisory first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. The position peaked at $522K in Q3 2025. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Centennial Wealth Advisory held 623 shares of State Street SPDR S&P 500 ETF Trust worth $475K as of Q3 2026.
Centennial Wealth Advisory sold 49 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $37.2K.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Centennial Wealth Advisory's portfolio in Q3 2026, its #132 holding.
Centennial Wealth Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
Centennial Wealth Advisory's State Street SPDR S&P 500 ETF Trust position peaked at $522K in Q3 2025.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.