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

Waverly Advisors, LLC holds 1.2M shares of SPAB (SPDR SERIES TRUST), worth $30.6M as of 2026-Q2. The position was increased (+1.6% shares). SPAB represents 0.2% of Waverly Advisors, LLC's portfolio.

Current Value

$30.6M

Current Shares

1.2M

Total Value Change

-$13M

Total Shares Change

-469,548

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.2M
+1.6%
$30.6M0.2%$25.43
35
2026-Q1
Decreased
1.2M
-7.6%
$30.2M0.2%$25.93
0
2025-Q4
Decreased
1.3M
-23.2%
$32.9M0.3%$25.74
0
2025-Q3
Increased
1.7M
+3.0%
$43M0.4%$25.45
36
2025-Q2
Increased
1.6M
+3.0%
$41.4M0.5%$24.84
36
2025-Q1
Increased
1.6M
+3.2%
$40.1M0.5%$24.58
36
2024-Q4
Decreased
1.5M
-8.9%
$38M0.6%$23.98
0
2024-Q3
Increased
1.7M
+6.4%
$43.6M0.8%$24.78
44

Other major holders of SPAB: LPL Financial LLC

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