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SPIB
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
5.4M
+6.2%
$181M1.4%$33.89
51
2025-Q4
Increased
5.1M
+10.5%
$171.8M1.4%$33.74
53
2025-Q3
Increased
4.6M
+14.5%
$155.8M1.6%$33.27
55
2025-Q2
Increased
4M
+3.0%
$134.8M1.5%$32.54
49
2025-Q1
Increased
3.9M
+823.2%
$129.6M1.6%$31.91
77
2024-Q4
Increased
422,393
+6.0%
$13.8M0.2%$31.25
36
2024-Q3
Increased
398,544
+10.2%
$13.4M0.2%$31.72
37
2024-Q2
Increased
361,776
+8.1%
$11.8M0.2%$30.24
36

Other major holders of SPIB: LPL Financial LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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