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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gen-Wealth Partners's SPY Position: Q1 2026 in Review

Gen-Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0% in Q1 2026, buying an estimated $4.08K and bringing the position to 262,239 shares worth $1.08M. The position accounts for 0.34% of the portfolio, ranked #62.

Gen-Wealth Partners first reported a position in SPY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Gen-Wealth Partners held 262,239 shares of State Street SPDR S&P 500 ETF Trust worth $1.08M as of Q1 2026.
Gen-Wealth Partners bought 6 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.08K.
State Street SPDR S&P 500 ETF Trust made up 0.34% of Gen-Wealth Partners's portfolio in Q1 2026, its #62 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 9 quarters since.
Gen-Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $1.12M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.