SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

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

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

Q4 2025
Shares 929,551 Value ($000) $99,183 Avg Close — Range —
Q3 2025
Shares 814,248 Value ($000) $85,097 Avg Close — Range —
Q2 2025
Shares 786,880 Value ($000) $75,005 Avg Close — Range —
Q1 2025
Shares 775,808 Value ($000) $62,352 Avg Close — Range —
Q4 2024
Shares 755,565 Value ($000) $66,414 Avg Close — Range —
Q3 2024
Shares 358,007 Value ($000) $29,693 Avg Close — Range —
Q2 2024
Shares 352,446 Value ($000) $28,241 Avg Close — Range —
Q1 2024
Shares 337,707 Value ($000) $24,703 Avg Close — Range —
Q4 2023
Shares 168,419 Value ($000) $10,957 Avg Close — Range —
Q3 2023
Shares 172,747 Value ($000) $10,240 Avg Close — Range —
Q2 2023
Shares 176,262 Value ($000) $10,754 Avg Close — Range —
Q1 2023
Shares 8,857 Value ($000) $490 Avg Close — Range —
Q4 2022
Shares 8,857 Value ($000) $449 Avg Close — Range —
Q3 2022
Shares 8,857 Value ($000) $444 Avg Close — Range —