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SPY
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Position history for Waverly Advisors, LLC's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

Waverly Advisors, LLC holds 183,012 shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), 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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
183,012
+16.8%
$119M0.9%$680.33
49
2025-Q4
Increased
156,699
+6.8%
$106.9M0.9%$687.01
45
2025-Q3
Decreased
146,654
-2.0%
$97.7M1.0%$661.72
0
2025-Q2
Decreased
149,627
-2.4%
$92.4M1.0%$611.40
0
2025-Q1
Increased
153,361
+22.7%
$85.8M1.0%$550.86
57
2024-Q4
Increased
124,949
+19.3%
$73.2M1.1%$581.39
55
2024-Q3
Decreased
104,702
-25.3%
$60.1M1.1%$562.94
0
2024-Q2
Increased
140,148
+19.3%
$76.3M1.5%$534.46
55

Other major holders of SPY: JPMORGAN CHASE & CO

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