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

Serenus Wealth Advisors, LLC

  • $585 Billion
  • Q3 2025

A detailed history of Serenus Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 148,134 shares of SPY stock, worth $98.6 Million. This represents 16.86% of its overall portfolio holdings.

Number of Shares
148,134
Previous 145,795 1.6%
Holding current value
$98.6 Million
Previous $90.1 Billion 9.55%
% of portfolio
16.86%
Previous 15.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$617.65 - $666.84 $1.44 Million - $1.56 Million
2,339 Added 1.6%
148,134 $98.7 Billion
Q2 2025

Aug 13, 2025
SELL
$496.48 - $617.85 $552,085 - $687,049
-1,112 Reduced 0.76%
145,795 $90.1 Billion
Q1 2025

May 07, 2025
SELL
$551.42 - $612.93 $622,001 - $691,385
-1,128 Reduced 0.76%
146,907 $82.2 Billion
Q4 2024

Jan 28, 2025
BUY
$567.81 - $607.81 $84.1 Million - $90 Million
148,035 New
148,035 $86.8 Billion

Others Institutions Holding SPY

# of Institutions
5,291
Shares Held
557M
Call Options Held
298M
Put Options Held
700M
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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