Gen-Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Gen-Wealth Partners’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	$908K	Sell	1,215 -261,024	-100%	-$189M	0.25%	85
2026 Q1	$1.08M	Buy	262,239 +6	+0%	+$4.08K	0.34%	62
2025 Q4	$1.12M	Buy	262,233 +260,987	+20,946%	+$176M	0.36%	57
2025 Q3	$830K	Buy	1,246 +152	+14%	+$97.4K	0.28%	88
2025 Q2	$676K	Sell	1,094 -35	-3%	-$20K	0.26%	99
2025 Q1	$632K	Buy	1,129 +30	+3%	+$17.6K	0.26%	101
2024 Q4	$644K	Sell	1,099 -15	-1%	-$8.84K	0.28%	92
2024 Q3	$646K	Buy	1,114 +226	+25%	+$125K	0.28%	82
2024 Q2	$483K	Sell	888 -73	-8%	-$38.2K	0.23%	108
2024 Q1	$503K	Buy	+961	New	+$478K	0.25%	98

Other funds holding SPY

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gen-Wealth Partners's SPY Position: Q2 2026 in Review

Gen-Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 100% in Q2 2026, selling an estimated $189M and leaving 1,215 shares worth $908K. The position accounts for 0.25% of the portfolio, ranked #85.

Gen-Wealth Partners first reported a position in SPY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.12M in Q4 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Gen-Wealth Partners held 1,215 shares of State Street SPDR S&P 500 ETF Trust worth $908K as of Q2 2026.
Gen-Wealth Partners sold 261,024 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $189M.
State Street SPDR S&P 500 ETF Trust made up 0.25% of Gen-Wealth Partners's portfolio in Q2 2026, its #85 holding.
Gen-Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $1.12M in Q4 2025.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.