CWM
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Centricity Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Centricity Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.01M Sell
4,878
-1
-0% -$618 2.41% 13
2025
Q1 		$2.73M Sell
4,879
-2
-0% -$1.12K 2.48% 13
2024
Q4 		$2.86M Buy
+4,881
New +$2.86M 2.67% 10