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

Serenus Wealth Advisors, LLC

  • $603 Billion
  • Q1 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 146,907 shares of SPY stock, worth $93.3 Million. This represents 13.64% of its overall portfolio holdings.

Number of Shares
146,907
Previous 148,035 0.76%
Holding current value
$93.3 Million
Previous $86.8 Billion 5.28%
% of portfolio
13.64%
Previous 15.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
5,115
Shares Held
595M
Call Options Held
389M
Put Options Held
675M
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
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