Back to WA Waverly Advisors, LLC

ONEYONEY
3 quarters

Position history for WAWaverly Advisors, LLC's holdings in SPDR SERIES TRUST

Waverly Advisors, LLC holds 71,713 shares of ONEY (SPDR SERIES TRUST), worth $9.2M as of 2026-Q2. The position was increased (+9.2% shares). ONEY represents 0.1% of Waverly Advisors, LLC's portfolio.

Current Value

$9.2M

Current Shares

71,713

Total Value Change

+$2.3M

Total Shares Change

+10,855

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
71,713
+9.2%
$9.2M0.1%$128.10
30
2026-Q1
Increased
65,654
+7.9%
$7.9M0.1%$124.71
30
2025-Q4
New
60,858
-
$6.9M0.1%$114.38
38

Other major holders of ONEY: AMERIPRISE FINANCIAL INC, LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used