SPY SPDR S&P 500 ETF TR

Ownership history in CENTAURUS FINANCIAL, INC.  ·  34 quarters on record

This page tracks every 13F SEC filing in which CENTAURUS FINANCIAL, INC. reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.79% (2024 Q2)
Avg. % of fund
1.46%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
34
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 63,437 +2,553 +4.2% 1.98% $43.3M $681.92
2025 Q3 ADDED 60,884 +3,053 +5.3% 1.90% $40.6M $664.22
2025 Q2 REDUCED 57,831 -2,888 -4.8% 2.09% $35.7M $614.33
2025 Q1 REDUCED 60,719 -2,517 -4.0% 2.06% $34.0M $554.56
2024 Q4 REDUCED 63,236 -889 -1.4% 2.26% $37.1M $579.28
2024 Q3 REDUCED 64,125 -12,801 -16.6% 2.34% $36.8M $565.20
2024 Q2 ADDED 76,926 +6,511 +9.2% 2.79% $41.9M $534.46
2024 Q1 REDUCED 70,415 -845 -1.2% 2.58% $36.8M $512.04
2023 Q4 ADDED 71,260 +24,196 +51.4% 2.57% $33.9M $463.84
2023 Q3 ADDED 47,064 +24,436 +108.0% 1.75% $20.1M $415.48
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPY price (monthly, adj. close)
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