SPDR SER TR

Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI

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

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

Q4 2025
Shares 110,619 Value ($000) $4,784 Avg Close — Range —
Q3 2025
Shares 78,280 Value ($000) $3,444 Avg Close — Range —
Q2 2025
Shares 86,241 Value ($000) $3,660 Avg Close — Range —
Q1 2025
Shares 82,541 Value ($000) $3,653 Avg Close — Range —
Q4 2024
Shares 11,956 Value ($000) $517 Avg Close — Range —
Q3 2024
Shares 10,068 Value ($000) $460 Avg Close — Range —
Q2 2024
Shares 10,068 Value ($000) $405 Avg Close — Range —
Q1 2024
Shares 10,234 Value ($000) $417 Avg Close — Range —