Serenus Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Serenus Wealth Advisors, LLC

  • $591 Billion
  • Q2 2025

A detailed history of Serenus Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 12,959 shares of SPYV stock, worth $710,671. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,959
Previous 12,939 0.15%
Holding current value
$710,671
Previous $661 Million 2.65%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Aug 13, 2025
BUY
$45.11 - $52.34 $902 - $1,046
20 Added 0.15%
12,959 $678 Million
Q1 2025

May 07, 2025
BUY
$49.78 - $53.19 $746 - $797
15 Added 0.12%
12,939 $661 Million
Q4 2024

Jan 28, 2025
BUY
$51.09 - $55.27 $660,287 - $714,309
12,924 New
12,924 $661 Million

Others Institutions Holding SPYV

# of Institutions
1,151
Shares Held
444M
Call Options Held
372K
Put Options Held
26K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Serenus Wealth Advisors, LLC Portfolio

Follow Serenus 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 Serenus Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email