SPDR SER TR

Ticker: SPMD CUSIP: 78464A847 Class: PORTFOLIO S&P400

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

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

Q4 2025
Shares 415,474 Value ($000) $24,060 Avg Close — Range —
Q3 2025
Shares 356,640 Value ($000) $20,396 Avg Close — Range —
Q2 2025
Shares 354,542 Value ($000) $19,280 Avg Close — Range —
Q1 2025
Shares 337,327 Value ($000) $17,264 Avg Close — Range —
Q4 2024
Shares 302,094 Value ($000) $16,522 Avg Close — Range —
Q3 2024
Shares 289,765 Value ($000) $15,844 Avg Close — Range —
Q2 2024
Shares 280,745 Value ($000) $14,402 Avg Close — Range —
Q1 2024
Shares 276,440 Value ($000) $14,745 Avg Close — Range —
Q4 2023
Shares 46,078 Value ($000) $2,245 Avg Close — Range —