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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.3M	Buy
2025 Q4	$23.5M	Buy
2025 Q3	$22.6M	Buy
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