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Waverly Advisors, LLC: SPYD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on SPYD, newest first. How the timeline and the estimate are built.

Waverly Advisors, LLC held 107,764 SPYD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,764 shares
    Change vs previous 13F -159 shares

    0.03% of the 13F portfolio, value $5,141,436.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 107,923 shares
    Change vs previous 13F -2,696 shares

    0.04% of the 13F portfolio, value $4,912,640.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 110,619 shares
    Change vs previous 13F +32,339 shares

    0.04% of the 13F portfolio, value $4,784,285.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 78,280 shares
    Change vs previous 13F -7,961 shares

    0.03% of the 13F portfolio, value $3,444,323.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 86,241 shares
    Change vs previous 13F +3,700 shares

    0.04% of the 13F portfolio, value $3,660,079.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 82,541 shares
    Change vs previous 13F +70,585 shares

    0.04% of the 13F portfolio, value $3,653,271.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,956 shares
    Change vs previous 13F +1,888 shares

    0.01% of the 13F portfolio, value $516,958.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,068 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $459,604.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).