GWA
Genesis Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Buy |
33,645
+2,678
| +9% | +$1.65M | 15.6% | 1 |
|
|
2025
Q1 | $17.3M | Buy |
30,967
+2,056
| +7% | +$1.15M | 14.03% | 1 |
|
|
2024
Q4 | $16.9M | Buy |
+28,911
| New | +$16.9M | 14.77% | 1 |
|
|
2015
Q2 | $3.41M | Buy |
16,560
+1,175
| +8% | +$242K | 2.77% | 10 |
|
|
2015
Q1 | $3.16M | Sell |
15,385
-2,914
| -16% | -$599K | 2.63% | 10 |
|
|
2014
Q4 | $3.87M | Buy |
+18,299
| New | +$3.87M | 3.07% | 6 |
|