Serenus Wealth Advisors, LLC's ownership history for SPY


Serenus Wealth Advisors, LLC currently holds 146.0K shares with a market value of $99.5M. It started holding SPY on 2024-12-31. At its peak, it held 148.1K shares on 2025-09-30. Its highest holding value was $99.5M on 2025-12-31. At its lowest, it held 145.8K shares on 2025-06-30, with a value of $82.2M on 2025-03-31. In the recent 180 days, Serenus Wealth Advisors, LLC has increased its shares by 159. In the recent year, Serenus Wealth Advisors, LLC has decreased its shares by 2.1K.


Serenus Wealth Advisors, LLC's ownership history for SPY