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Waverly Advisors, LLC: SPYG position timeline

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

Waverly Advisors, LLC held 983,337 SPYG 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 983,337 shares
    Change vs previous 13F -6,578 shares

    0.68% of the 13F portfolio, value $117,007,217.

    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 989,915 shares
    Change vs previous 13F +60,364 shares

    0.73% of the 13F portfolio, value $96,922,589.

    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 929,551 shares
    Change vs previous 13F +115,303 shares

    0.8% of the 13F portfolio, value $99,183,130.

    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 814,248 shares
    Change vs previous 13F +27,368 shares

    0.85% of the 13F portfolio, value $85,097,096.

    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 786,880 shares
    Change vs previous 13F +11,072 shares

    0.82% of the 13F portfolio, value $75,005,421.

    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 775,808 shares
    Change vs previous 13F +20,243 shares

    0.76% of the 13F portfolio, value $62,351,722.

    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 755,565 shares
    Change vs previous 13F +397,558 shares

    1.03% of the 13F portfolio, value $66,414,161.

    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 358,007 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $29,693,119.

    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).