CENTRICA WEALTH MANAGEMENT, LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

CENTRICA WEALTH MANAGEMENT, LLC’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	$439K	Buy	+605	New	+$439K	0.33%	2

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CENTRICA WEALTH MANAGEMENT, LLC's SPY Position: Q2 2026 in Review

CENTRICA WEALTH MANAGEMENT, LLC opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 605 shares worth $439K. The stake represents 0.33% of the portfolio and ranks #2 among its holdings.

4,062 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

CENTRICA WEALTH MANAGEMENT, LLC held 605 shares of State Street SPDR S&P 500 ETF Trust worth $439K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new CENTRICA WEALTH MANAGEMENT, LLC position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.33% of CENTRICA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #2 holding.
4,062 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on CENTRICA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 13 Aug 2026.