Genesis Wealth Advisors’s 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
2025 Q2	$20.8M	Buy
2025 Q1	$17.3M	Buy
2024 Q4	$16.9M	Buy
2015 Q2	$3.41M	Buy
2015 Q1	$3.16M	Sell
2014 Q4	$3.87M	Buy