Position history for Waverly Advisors, LLC's holdings in STATE STR SPDR S&P 500 ETF T
Waverly Advisors, LLC holds 183,012 shares of SPY (STATE STR SPDR S&P 500 ETF T), worth $119M as of 2026-Q1. The position was increased (+16.8% shares). SPY represents 0.9% of Waverly Advisors, LLC's portfolio.
Current Value
$119M
Current Shares
183,012
Total Value Change
+$42.7M
Total Shares Change
+42,864
Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 183,012 |
+16.8% |
| $119M |
| 0.9% |
| $680.33 |
49 |
| 2025-Q4 | 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 |