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

Serenus Wealth Advisors, LLC

  • $517 Billion
  • Q4 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 13,003 shares of SPYV stock, worth $730,378. This represents 0.14% of its overall portfolio holdings.

Number of Shares
13,003
Previous 12,979 0.18%
Holding current value
$730,378
Previous $718 Million 2.86%
% of portfolio
0.14%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$54.27 - $56.85 $1,302 - $1,364
24 Added 0.18%
13,003 $739 Million
Q3 2025

Nov 07, 2025
BUY
$52.12 - $55.33 $1,042 - $1,106
20 Added 0.15%
12,979 $718 Million
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
1,206
Shares Held
479M
Call Options Held
127K
Put Options Held
14.4K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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