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 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

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Centennial Wealth Advisory's SPY Position: Q2 2026 in Review

Centennial Wealth Advisory increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q2 2026, buying an estimated $10.2K and bringing the position to 672 shares worth $502K. The position accounts for 0.11% of the portfolio, ranked #126.

Centennial Wealth Advisory first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $522K in Q3 2025. 917 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Centennial Wealth Advisory held 672 shares of State Street SPDR S&P 500 ETF Trust worth $502K as of Q2 2026.
Centennial Wealth Advisory bought 14 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.2K.
State Street SPDR S&P 500 ETF Trust made up 0.11% of Centennial Wealth Advisory's portfolio in Q2 2026, its #126 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 11 quarters since.
Centennial Wealth Advisory's State Street SPDR S&P 500 ETF Trust position peaked at $522K in Q3 2025.
917 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.