SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

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

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

Q4 2025
Shares 476,080 Value ($000) $21,143 Avg Close — Range —
Q3 2025
Shares 435,795 Value ($000) $18,648 Avg Close — Range —
Q2 2025
Shares 428,420 Value ($000) $17,347 Avg Close — Range —
Q1 2025
Shares 424,730 Value ($000) $15,464 Avg Close — Range —
Q4 2024
Shares 404,710 Value ($000) $13,813 Avg Close — Range —
Q3 2024
Shares 398,645 Value ($000) $14,973 Avg Close — Range —
Q2 2024
Shares 382,198 Value ($000) $13,407 Avg Close — Range —
Q1 2024
Shares 370,607 Value ($000) $13,283 Avg Close — Range —