SPDR SER TR

Ticker: SDY CUSIP: 78464A763 Class: S&P DIVID ETF

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

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

Q4 2025
Shares 26,094 Value ($000) $3,631 Avg Close — Range —
Q3 2025
Shares 27,062 Value ($000) $3,790 Avg Close — Range —
Q2 2025
Shares 28,087 Value ($000) $3,812 Avg Close — Range —
Q1 2025
Shares 28,591 Value ($000) $3,879 Avg Close — Range —
Q4 2024
Shares 29,458 Value ($000) $3,891 Avg Close — Range —
Q3 2024
Shares 29,859 Value ($000) $4,241 Avg Close — Range —
Q2 2024
Shares 29,454 Value ($000) $3,746 Avg Close — Range —
Q1 2024
Shares 29,295 Value ($000) $3,845 Avg Close — Range —
Q4 2023
Shares 5,188 Value ($000) $648 Avg Close — Range —
Q3 2023
Shares 4,338 Value ($000) $499 Avg Close — Range —
Q4 2013
Shares 408 Value ($000) $30 Avg Close — Range —
Q3 2013
Shares 690 Value ($000) $48 Avg Close — Range —