Position history for Waverly Advisors, LLC's holdings in SPDR SERIES TRUST
Waverly Advisors, LLC holds 5.4M shares of SPIB (SPDR SERIES TRUST), worth $181M as of 2026-Q1. The position was increased (+6.2% shares). SPIB represents 1.4% of Waverly Advisors, LLC's portfolio.
Current Value
$181M
Current Shares
5.4M
Total Value Change
+$169.2M
Total Shares Change
+5M
Other major holders of SPIB: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, LPL Financial LLC
Increased |
| 5.4M |
+6.2% |
| $181M |
| 1.4% |
| $33.89 |
51 |
| 2025-Q4 | Increased | 5.1M | +10.5% | $171.8M | 1.4% | $33.74 | 53 |
| 2025-Q3 | Increased | 4.6M | +14.5% | $155.8M | 1.6% | $33.27 | 55 |
| 2025-Q2 | Increased | 4M | +3.0% | $134.8M | 1.5% | $32.54 | 49 |
| 2025-Q1 | Increased | 3.9M | +823.2% | $129.6M | 1.6% | $31.91 | 77 |
| 2024-Q4 | Increased | 422,393 | +6.0% | $13.8M | 0.2% | $31.25 | 36 |
| 2024-Q3 | Increased | 398,544 | +10.2% | $13.4M | 0.2% | $31.72 | 37 |
| 2024-Q2 | Increased | 361,776 | +8.1% | $11.8M | 0.2% | $30.24 | 36 |