SWA
SPYV icon

Serenus Wealth Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Serenus Wealth Advisors’s Portfolio SPYV Stock Details SPYV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$678K Buy
12,959
+20
+0.2% +$1.05K 0.11% 36
2025
Q1 		$661K Buy
12,939
+15
+0.1% +$766 0.11% 31
2024
Q4 		$661K Buy
+12,924
New +$661K 0.11% 30