Waverly Advisors, LLC SPIB Holdings History
Waverly Advisors, LLC's SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Waverly Advisors, LLC held 3.90 Mil shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $129.63 Mil. This investment constitutes 1.58% of their stock portfolio, and Waverly Advisors, LLC now holds 1.39% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.
The initial trade took place in 2024Q1. And since then Waverly Advisors, LLC has made 5 purchases of SPIB, at an average price of $32.93, for a total of 3.90 Mil shares. Based on historical transaction data and SPIB's current price of $33.49, Waverly Advisors, LLC's estimated gain on his SPIB holdings is $2.16 Mil, reflecting a 1.68% gain to date.
Waverly Advisors, LLC SPIB ($33.49) Holding Chart
Waverly Advisors, LLC SPIB ($33.49) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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