Waverly Advisors, LLC
Position in SPTS — State Street(R) SPDR(R) Portfolio Short Term Treasury ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in SPTS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SPTS | $7,178,017 | 245,991 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SPTS | $6,850,436 | 233,963 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 SPTS | $6,117,002 | 208,629 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SPTS | $4,710,505 | 160,823 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 SPTS | $4,520,357 | 154,595 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 SPTS | $3,589,929 | 123,748 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 SPTS | $4,028,905 | 136,991 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 SPTS | $4,128,814 | 143,014 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 SPTS | $5,507,119 | 190,426 | Shares | Sole | 2024-05-15 | |
| 2020-06-30 SPTS | $218,941 | 7,127 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 SPTS | $218,941 | 7,127 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||