Waverly Advisors’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Waverly Advisors’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.94M	Sell
2025 Q1	$4M	Sell
2024 Q4	$4.57M	Sell
2024 Q3	$4.81M	Sell
2024 Q2	$4.57M	Sell
2024 Q1	$5.23M	Buy
2023 Q4	$378K	Buy