SPDR INDEX SHS FDS

Ticker: CWI CUSIP: 78463X848 Class: ETF

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 298,280 Value ($000) $10,714 Avg Close — Range —
Q3 2025
Shares 301,912 Value ($000) $10,543 Avg Close — Range —
Q2 2025
Shares 275,064 Value ($000) $8,984 Avg Close — Range —
Q1 2025
Shares 259,810 Value ($000) $7,685 Avg Close — Range —
Q4 2024
Shares 232,772 Value ($000) $6,504 Avg Close — Range —
Q3 2024
Shares 232,904 Value ($000) $7,090 Avg Close — Range —
Q2 2024
Shares 237,086 Value ($000) $6,712 Avg Close — Range —
Q1 2024
Shares 33,764 Value ($000) $959 Avg Close — Range —