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SPIBSPIB
10 quarters

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

Waverly Advisors, LLC holds 5.7M shares of SPIB (SPDR SERIES TRUST), worth $192.4M as of 2026-Q2. The position was increased (+6.5% shares). SPIB represents 1.1% of Waverly Advisors, LLC's portfolio.

Current Value

$192.4M

Current Shares

5.7M

Total Value Change

+$181.4M

Total Shares Change

+5.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.7M
+6.5%
$192.4M1.1%$33.21
51
2026-Q1
Increased
5.4M
+6.2%
$181M1.4%$32.92
51
2025-Q4
Increased
5.1M
+10.5%
$171.8M1.4%$32.95
53
2025-Q3
Increased
4.6M
+14.5%
$155.8M1.6%$32.54
55
2025-Q2
Increased
4M
+3.0%
$134.8M1.5%$31.89
49
2025-Q1
Increased
3.9M
+823.2%
$129.6M1.6%$31.21
77
2024-Q4
Increased
422,393
+6.0%
$13.8M0.2%$30.53
36
2024-Q3
Increased
398,544
+10.2%
$13.4M0.2%$30.96
37
2024-Q2
Increased
361,776
+8.1%
$11.8M0.2%$29.57
36
2024-Q1
New
334,674
-
$10.9M0.3%$29.35
46

Other major holders of SPIB: Steward Partners Investment Advisory, LLC, LPL Financial LLC

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