Position history for Waverly Advisors, LLC's holdings in SPDR SERIES TRUST
Waverly Advisors, LLC holds 929,551 shares of SPYG (SPDR SERIES TRUST), worth $99.2M as of 2025-Q4. The position was increased (++14.2% shares). SPYG represents 0.8% of Waverly Advisors, LLC's portfolio.
Current Value
$99.2M
Current Shares
929,551
Total Value Change
+$70.9M
Total Shares Change
+577,105
Other major holders of SPYG: Kestra Advisory Services, LLC, LPL Financial LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 929,551 |
+14.2% |
| $99.2M |
| 0.8% |
| $107.48 |
48 |
| 2025-Q3 | Increased | 814,248 | +3.5% | $85.1M | 0.8% | $103.90 | 43 |
| 2025-Q2 | Increased | 786,880 | +1.4% | $75M | 0.8% | $94.52 | 42 |
| 2025-Q1 | Increased | 775,808 | +2.7% | $62.4M | 0.8% | $79.77 | 43 |
| 2024-Q4 | Increased | 755,565 | +111.0% | $66.4M | 1.0% | $88.16 | 75 |
| 2024-Q3 | Increased | 358,007 | +1.6% | $29.7M | 0.5% | $81.86 | 41 |
| 2024-Q2 | Increased | 352,446 | +4.4% | $28.2M | 0.6% | $79.39 | 42 |