Serenus Wealth Advisors, LLC SPY — SPDR S&P 500 ETF TRUST

Ownership history in Serenus Wealth Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Serenus Wealth Advisors, LLC reported SPDR S&P 500 ETF TRUST (SPY) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 19.27% in 2025 Q4. The latest visible filing shows SPY at 18.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Serenus Wealth Advisors, LLC's position in SPDR S&P 500 ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPY was reported at 18.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
19.27% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPY stock page Serenus Wealth Advisors, LLC fund profile Serenus Wealth Advisors, LLC full holdings
How Serenus Wealth Advisors, LLC held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 143,805 -2,149 -1.5% 18.65% $93.5M 2026-04-27 $715.17
2025 Q4 REDUCED — — — 145,954 -2,180 -1.5% 19.27% $99.5M 2026-01-28 $693.53
2025 Q3 ADDED — — — 148,134 +2,339 +1.6% 16.86% $98.7M 2025-11-07 $667.17
2025 Q2 REDUCED — — — 145,795 -1,112 -0.8% 15.25% $90.1M 2025-08-13 $639.47
2025 Q1 REDUCED — — — 146,907 -1,128 -0.8% 13.64% $82.2M 2025-05-07 $554.79
2024 Q4 INITIATED — — — 148,035 — — 15.08% $86.8M 2025-01-28 $595.88

🏢 Other funds also holding SPY

As of 2026 Q1 — sorted by position size

BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT 100.0% RAMSEY QUANTITATIVE SYSTEMS 3Y 7Y 92.45% Greenfield FTC, Inc. 3Y 86.17% Trust Asset Management LLC 3Y 7Y 56.09% Spider Management Company, LLC 54.59% Shulman DeMeo Asset Management LLC 3Y 7Y 51.75% CV Advisors LLC 3Y 51.49% Rising Stella Capital Pte. Ltd 43.38% PEAVINE CAPITAL, LLC 3Y 7Y 41.35% Consolidated Portfolio Review Corp 39.27%

FAQ About Serenus Wealth Advisors, LLC and SPY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Serenus Wealth Advisors, LLC reported owning SPY?

Serenus Wealth Advisors, LLC reported SPY across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SPY position in Serenus Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for SPY was 19.27% in 2025 Q4.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2026 Q1, when Serenus Wealth Advisors, LLC reported 143,805 shares, equal to 18.65% of portfolio, with an estimated market value of $93.5M.

What does the chart on this SPY ownership page compare?

The chart compares Serenus Wealth Advisors, LLC's quarterly SPY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Serenus Wealth Advisors, LLC time their SPY position?

Based on 13F filing dates vs. subsequent SPY price moves, Serenus Wealth Advisors, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on SPY relative to SPY over the holding period was +0.0%.

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