Waverly Advisors, LLC's ownership history for SPY

Waverly Advisors, LLC currently holds 183.0K shares with a market value of $119.0M. It started holding SPY on 2024-12-31. At its peak, it held 183.0K shares on 2026-03-31. Its highest holding value was $119.0M on 2026-03-31. 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 increased its shares by 36.4K. In the recent year, Waverly Advisors, LLC has increased its shares by 29.7K.

It has also owned 600 contracts of puts, with the market value of the underlying securities totaling $39.0M on 2026-03-31. At its peak, it held 600 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $39.0M on 2026-03-31. At its lowest, it held 600 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $39.0M on 2026-03-31.