SPDR SER TR

Ticker: KRE CUSIP: 78464A698 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 8,719 Value ($000) $565 Avg Close — Range —
Q3 2025
Shares 9,365 Value ($000) $593 Avg Close — Range —
Q2 2025
Shares 8,844 Value ($000) $525 Avg Close — Range —
Q1 2025
Shares 8,927 Value ($000) $507 Avg Close — Range —
Q4 2024
Shares 8,926 Value ($000) $539 Avg Close — Range —
Q3 2024
Shares 8,017 Value ($000) $454 Avg Close — Range —
Q2 2024
Shares 8,777 Value ($000) $431 Avg Close — Range —
Q1 2024
Shares 9,633 Value ($000) $484 Avg Close — Range —
Q4 2023
Shares 8,605 Value ($000) $451 Avg Close — Range —
Q3 2023
Shares 7,780 Value ($000) $325 Avg Close — Range —