Waverly Advisors, LLC's ownership history for SPY

Waverly Advisors, LLC currently holds 146.7K shares with a market value of $97.7M. It started holding SPY on 2024-12-31. At its peak, it held 153.4K shares on 2025-03-31. Its highest holding value was $97.7M on 2025-09-30. At its lowest, it held 124.9K shares on 2024-12-31, with a value of $73.2M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has decreased its shares by 6.7K.