Waverly Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Waverly Advisors's SPY Position: Q2 2026 in Review
Waverly Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.9% in Q2 2026, selling an estimated $13.2M and leaving 164,845 shares worth $123M. The position accounts for 0.71% of the portfolio, ranked #27.
Waverly Advisors first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Waverly Advisors held 164,845 shares of State Street SPDR S&P 500 ETF Trust worth $123M as of Q2 2026.
- Waverly Advisors sold 18,167 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $13.2M.
- State Street SPDR S&P 500 ETF Trust made up 0.71% of Waverly Advisors's portfolio in Q2 2026, its #27 holding.
- Waverly Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
- 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.