Position history for Waverly Advisors, LLC's holdings in SPDR SERIES TRUST
Waverly Advisors, LLC holds 1.2M shares of SPAB (SPDR SERIES TRUST), worth $30.2M as of 2026-Q1. The position was decreased (-7.6% shares). SPAB represents 0.2% of Waverly Advisors, LLC's portfolio.
Current Value
$30.2M
Current Shares
1.2M
Total Value Change
-$9.1M
Total Shares Change
-387,239
Other major holders of SPAB: LPL Financial LLC, STATE STREET CORP
Decreased |
| 1.2M |
-7.6% |
| $30.2M |
| 0.2% |
| $25.93 |
0 |
| 2025-Q4 | Decreased | 1.3M | -23.2% | $32.9M | 0.3% | $25.74 | 0 |
| 2025-Q3 | Increased | 1.7M | +3.0% | $43M | 0.4% | $25.45 | 36 |
| 2025-Q2 | Increased | 1.6M | +3.0% | $41.4M | 0.5% | $24.84 | 36 |
| 2025-Q1 | Increased | 1.6M | +3.2% | $40.1M | 0.5% | $24.58 | 36 |
| 2024-Q4 | Decreased | 1.5M | -8.9% | $38M | 0.6% | $23.98 | 0 |
| 2024-Q3 | Increased | 1.7M | +6.4% | $43.6M | 0.8% | $24.78 | 44 |
| 2024-Q2 | Increased | 1.6M | +5.3% | $39.3M | 0.8% | $23.50 | 43 |