SEC 13F Intelligence

Genesis Wealth Advisors, LLC / SPY

Genesis Wealth Advisors, LLC’s State Str Spdr S&P 500 Etf T Position

Does Genesis Wealth Advisors, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 35.9K shares worth $23M (+15.58% of its 13F portfolio) as of Q1 2026, up from 34.5K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
35.9K
% of Portfolio
+15.58%
Quarters Held
6
currently held

Position History SPY

Reported value by quarter
Q4 ’24: $17MQ4 ’24Q1 ’25: $17MQ1 ’25Q2 ’25: $21MQ2 ’25Q3 ’25: $23MQ3 ’25Q4 ’25: $24MQ4 ’25Q1 ’26: $23MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202635.9K$23M+15.58%
Q4 202534.5K$24M+16.13%
Q3 202533.9K$23M+15.90%
Q2 202533.6K$21M+15.60%
Q1 202531.0K$17M+14.03%
Q4 202428.9K$17M+14.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Genesis Wealth Advisors, LLC’s full portfolio or all institutional holders of SPY.