Waverly Advisors, LLC's ownership history for SPTM

Waverly Advisors, LLC currently holds 319.2K shares with a market value of $26.3M. It started holding SPTM on 2024-12-31. At its peak, it held 354.6K shares on 2024-12-31. Its highest holding value was $26.3M on 2025-12-31. At its lowest, it held 318.7K shares on 2025-09-30, with a value of $23.9M on 2025-03-31. In the recent 180 days, Waverly Advisors, LLC has decreased its shares by 30.3K. In the recent year, Waverly Advisors, LLC has decreased its shares by 35.4K.