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SPYG
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Position history for Waverly Advisors, LLC's holdings in SPDR SERIES TRUST

Waverly Advisors, LLC holds 989,915 shares of SPYG (SPDR SERIES TRUST), worth $96.9M as of 2026-Q1. The position was increased (+6.5% shares). SPYG represents 0.7% of Waverly Advisors, LLC's portfolio.

Current Value

$96.9M

Current Shares

989,915

Total Value Change

+$68.7M

Total Shares Change

+637,469

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
989,915
+6.5%
$96.9M0.7%$102.72
45
2025-Q4
Increased
929,551
+14.2%
$99.2M0.8%$107.48
48
2025-Q3
Increased
814,248
+3.5%
$85.1M0.8%$103.90
43
2025-Q2
Increased
786,880
+1.4%
$75M0.8%$94.52
42
2025-Q1
Increased
775,808
+2.7%
$62.4M0.8%$79.77
43
2024-Q4
Increased
755,565
+111.0%
$66.4M1.0%$88.16
75
2024-Q3
Increased
358,007
+1.6%
$29.7M0.5%$81.86
41
2024-Q2
Increased
352,446
+4.4%
$28.2M0.6%$79.39
42

Other major holders of SPYG: LPL Financial LLC

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