Serenus Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Serenus Wealth Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.17M	Sell	13,355 -1,797	-12%	-$153K	0.2%	23
2026 Q1	$1.16M	Hold	15,152	–	–	0.23%	23
2025 Q4	$1.22M	Buy	15,152 +271	+2%	+$21.6K	0.24%	24
2025 Q3	$1.17M	Hold	14,881	–	–	0.2%	23
2025 Q2	$1.08M	Hold	14,881	–	–	0.18%	24
2025 Q1	$979K	Hold	14,881	–	–	0.16%	22
2024 Q4	$1.03M	Buy	+14,881	New	+$1.03M	0.18%	23

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Serenus Wealth Advisors's SPYM Position: Q2 2026 in Review

Serenus Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q2 2026, selling an estimated $153K and leaving 13,355 shares worth $1.17M. The position accounts for 0.2% of the portfolio, ranked #23.

Serenus Wealth Advisors first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q4 2025. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Serenus Wealth Advisors held 13,355 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.17M as of Q2 2026.
Serenus Wealth Advisors sold 1,797 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $153K.
State Street SPDR Portfolio S&P 500 ETF made up 0.2% of Serenus Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Serenus Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Serenus Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.22M in Q4 2025.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.