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SPYGSPYG
16 quarters

Position history for WAWaverly Advisors, LLC's holdings in SPDR PORTFOLIO S&P 500 GROWT

Waverly Advisors, LLC holds 983,337 shares of SPYG (SPDR PORTFOLIO S&P 500 GROWT), worth $117M as of 2026-Q2. The position was decreased (-0.7% shares). SPYG represents 0.7% of Waverly Advisors, LLC's portfolio.

Current Value

$117M

Current Shares

983,337

Total Value Change

+$116.6M

Total Shares Change

+974,480

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
983,337
-0.7%
$117M0.7%$118.99
0
2026-Q1
Increased
989,915
+6.5%
$96.9M0.7%$97.79
45
2025-Q4
Increased
929,551
+14.2%
$99.2M0.8%$106.43
48
2025-Q3
Increased
814,248
+3.5%
$85.1M0.8%$104.09
43
2025-Q2
Increased
786,880
+1.4%
$75M0.8%$94.81
42
2025-Q1
Increased
775,808
+2.7%
$62.4M0.8%$79.82
43
2024-Q4
Increased
755,565
+111.0%
$66.4M1.0%$87.17
75
2024-Q3
Increased
358,007
+1.6%
$29.7M0.5%$82.10
41
2024-Q2
Increased
352,446
+4.4%
$28.2M0.6%$79.39
42
2024-Q1
Increased
337,707
+100.5%
$24.7M0.6%$72.36
65
2023-Q4
Decreased
168,419
-2.5%
$11M0.4%$64.27
0
2023-Q3
Decreased
172,747
-2.0%
$10.2M0.4%$58.37
0
2023-Q2
Increased
176,262
+1890.1%
$10.8M0.5%$59.75
54
2023-Q1
Unchanged
8,857
0.0%
$490,3240.0%$54.05
0
2022-Q4
Unchanged
8,857
0.0%
$448,7840.0%$49.43
0
2022-Q3
New
8,857
-
$444,0000.0%$48.61
33

Other major holders of SPYG: LPL Financial LLC

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