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Serenus Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Serenus Wealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$90.1M Sell
145,795
-1,112
-0.8% -$687K 15.25% 2
2025
Q1 		$82.2M Sell
146,907
-1,128
-0.8% -$631K 13.64% 2
2024
Q4 		$86.8M Buy
+148,035
New +$86.8M 15.08% 2