Genesis Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Genesis Wealth Advisors’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	$23.3M	Buy	35,888 +1,357	+4%	+$923K	15.58%	1
2025 Q4	$23.5M	Buy	34,531 +674	+2%	+$456K	16.13%	1
2025 Q3	$22.6M	Buy	33,857 +212	+0.6%	+$136K	15.9%	1
2025 Q2	$20.8M	Buy	33,645 +2,678	+9%	+$1.53M	15.6%	1
2025 Q1	$17.3M	Buy	30,967 +2,056	+7%	+$1.21M	14.03%	1
2024 Q4	$16.9M	Buy	+28,911	New	+$17M	14.77%	1
2015 Q2	$3.41M	Buy	16,560 +1,175	+8%	+$247K	2.77%	10
2015 Q1	$3.16M	Sell	15,385 -2,914	-16%	-$601K	2.63%	10
2014 Q4	$3.87M	Buy	+18,299	New	+$3.68M	3.07%	6

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

Genesis Wealth Advisors's SPY Position: Q1 2026 in Review

Genesis Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.9% in Q1 2026, buying an estimated $923K and bringing the position to 35,888 shares worth $23.3M. The position accounts for 15.58% of the portfolio, ranked #1.

Genesis Wealth Advisors first reported a position in SPY in Q4 2014 and has held it in 9 quarters since. The position peaked at $23.5M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Genesis Wealth Advisors held 35,888 shares of State Street SPDR S&P 500 ETF Trust worth $23.3M as of Q1 2026.
Genesis Wealth Advisors bought 1,357 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $923K.
State Street SPDR S&P 500 ETF Trust made up 15.58% of Genesis Wealth Advisors's portfolio in Q1 2026, its #1 holding.
Genesis Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 9 quarters since.
Genesis Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $23.5M 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 Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.