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: Q1 2026 in Review
Waverly Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 17% in Q1 2026, buying an estimated $17.9M and bringing the position to 183,012 shares worth $119M. The position accounts for 0.89% of the portfolio, ranked #14.
Waverly Advisors first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Waverly Advisors held 183,012 shares of State Street SPDR S&P 500 ETF Trust worth $119M as of Q1 2026.
- Waverly Advisors bought 26,313 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $17.9M.
- State Street SPDR S&P 500 ETF Trust made up 0.89% of Waverly Advisors's portfolio in Q1 2026, its #14 holding.
- Waverly Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.