Spdr S&p 500 Etf shares owned by Genesis Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Genesis Wealth Advisors
from 13F filings
Historical chart of Genesis Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Genesis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 34k | 666.17 |
| 2025-06-30 | $21M | 34k | 617.86 |
| 2025-03-31 | $17M | 31k | 559.39 |
| 2024-12-31 | $17M | 29k | 586.08 |
| 2015-06-30 | $3.4M | 17k | 205.86 |
| 2015-03-31 | $3.2M | 15k | 205.71 |
| 2014-12-31 | $3.9M | 18k | 211.64 |