Waverly Advisors, LLC
Position in SMLV — State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in SMLV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMLV | $377,518 | 2,754 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SMLV | $333,070 | 2,540 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 SMLV | $329,409 | 2,539 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SMLV | $318,404 | 2,545 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 SMLV | $345,633 | 2,813 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 SMLV | $491,886 | 3,854 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 SMLV | $405,950 | 3,268 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 SMLV | $356,904 | 3,244 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 SMLV | $449,840 | 4,015 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||