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 $21.3 Million. This represents 15.6% of its overall portfolio holdings.

Number of Shares
33,645
Previous 30,967 8.65%
Holding current value
$21.3 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
5,139
Shares Held
604M
Call Options Held
373M
Put Options Held
665M
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
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