SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 12,547 Value ($000) $7,570 Avg Close — Range —
Q3 2025
Shares 12,210 Value ($000) $7,277 Avg Close — Range —
Q2 2025
Shares 11,690 Value ($000) $6,622 Avg Close — Range —
Q1 2025
Shares 11,426 Value ($000) $6,095 Avg Close — Range —
Q4 2024
Shares 5,164 Value ($000) $2,942 Avg Close — Range —
Q3 2024
Shares 3,095 Value ($000) $1,763 Avg Close — Range —
Q2 2024
Shares 3,064 Value ($000) $1,640 Avg Close — Range —
Q1 2024
Shares 3,064 Value ($000) $1,705 Avg Close — Range —
Q4 2023
Shares 2,755 Value ($000) $1,398 Avg Close — Range —
Q3 2023
Shares 2,716 Value ($000) $1,240 Avg Close — Range —
Q3 2015
Shares 17 Value ($000) $4 Avg Close — Range —
Q2 2015
Shares 17 Value ($000) $5 Avg Close — Range —
Q1 2014
Shares 6,350 Value ($000) $1,591 Avg Close — Range —
Q4 2013
Shares 8,352 Value ($000) $2,040 Avg Close — Range —
Q3 2013
Shares 585 Value ($000) $132 Avg Close — Range —