Genesis Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Genesis Wealth Advisors, LLC

  • $133 Billion
  • Q2 2025

A detailed history of Genesis Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 33,645 shares of SPY stock, worth $22.6 Million. This represents 15.6% of its overall portfolio holdings.

Number of Shares
33,645
Previous 30,967 8.65%
Holding current value
$22.6 Million
Previous $17.3 Billion 20.0%
% of portfolio
15.6%
Previous 14.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$496.48 - $617.85 $1.33 Million - $1.65 Million
2,678 Added 8.65%
33,645 $20.8 Billion
Q1 2025

May 05, 2025
BUY
$551.42 - $612.93 $1.13 Million - $1.26 Million
2,056 Added 7.11%
30,967 $17.3 Billion
Q4 2024

Feb 04, 2025
BUY
$567.81 - $607.81 $16.4 Million - $17.6 Million
28,911 New
28,911 $16.9 Billion

Others Institutions Holding SPY

# of Institutions
5,211
Shares Held
631M
Call Options Held
379M
Put Options Held
723M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Genesis Wealth Advisors, LLC Portfolio

Follow Genesis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Genesis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Genesis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email