SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

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

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

Q4 2025
Shares 803,642 Value ($000) $45,655 Avg Close — Range —
Q3 2025
Shares 567,943 Value ($000) $31,424 Avg Close — Range —
Q2 2025
Shares 529,774 Value ($000) $27,728 Avg Close — Range —
Q1 2025
Shares 515,645 Value ($000) $26,334 Avg Close — Range —
Q4 2024
Shares 493,314 Value ($000) $25,228 Avg Close — Range —
Q3 2024
Shares 441,216 Value ($000) $23,323 Avg Close — Range —
Q2 2024
Shares 426,573 Value ($000) $20,791 Avg Close — Range —
Q1 2024
Shares 383,365 Value ($000) $19,207 Avg Close — Range —
Q4 2023
Shares 102,720 Value ($000) $4,790 Avg Close — Range —
Q3 2023
Shares 101,083 Value ($000) $4,171 Avg Close — Range —
Q2 2023
Shares 103,775 Value ($000) $4,483 Avg Close — Range —