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 Q2	$27.7M	Buy	37,062 +1,174	+3%	+$851K	16.55%	1
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Genesis Wealth Advisors's SPY Position: Q2 2026 in Review

Genesis Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.3% in Q2 2026, buying an estimated $851K and bringing the position to 37,062 shares worth $27.7M. The position accounts for 16.55% of the portfolio, ranked #1.

Genesis Wealth Advisors first reported a position in SPY in Q4 2014 and has held it in 10 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Genesis Wealth Advisors held 37,062 shares of State Street SPDR S&P 500 ETF Trust worth $27.7M as of Q2 2026.
Genesis Wealth Advisors bought 1,174 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $851K.
State Street SPDR S&P 500 ETF Trust made up 16.55% of Genesis Wealth Advisors's portfolio in Q2 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 10 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.