Position history for Waverly Advisors, LLC's holdings in SPDR S&P 500 ETF TR
Waverly Advisors, LLC holds 156,699 shares of SPY (SPDR S&P 500 ETF TR), worth $106.9M as of 2025-Q4. The position was increased (++6.8% shares). SPY represents 0.9% of Waverly Advisors, LLC's portfolio.
Current Value
$106.9M
Current Shares
156,699
Total Value Change
+$30.6M
Total Shares Change
+16,551
Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 156,699 |
+6.8% |
| $106.9M |
| 0.9% |
| $687.01 |
45 |
| 2025-Q3 | Decreased | 146,654 | -2.0% | $97.7M | 1.0% | $661.72 | 0 |
| 2025-Q2 | Decreased | 149,627 | -2.4% | $92.4M | 1.0% | $611.40 | 0 |
| 2025-Q1 | Increased | 153,361 | +22.7% | $85.8M | 1.0% | $550.86 | 57 |
| 2024-Q4 | Increased | 124,949 | +19.3% | $73.2M | 1.1% | $581.39 | 55 |
| 2024-Q3 | Decreased | 104,702 | -25.3% | $60.1M | 1.1% | $562.94 | 0 |
| 2024-Q2 | Increased | 140,148 | +19.3% | $76.3M | 1.5% | $534.46 | 55 |