Dynamic Advisor Solutions’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Dynamic Advisor Solutions’s Portfolio SPIB Stock Details SPIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.4M	Buy	937,504 +73,506	+9%	+$2.46M	0.89%	22
2026 Q1	$29M	Buy	863,998 +50,251	+6%	+$1.7M	0.91%	23
2025 Q4	$27.5M	Buy	813,747 +24,023	+3%	+$814K	0.88%	23
2025 Q3	$26.8M	Sell	789,724 -43,333	-5%	-$1.46M	0.78%	27
2025 Q2	$28M	Buy	833,057 +64,515	+8%	+$2.14M	0.86%	22
2025 Q1	$25.5M	Sell	768,542 -98,436	-11%	-$3.24M	0.84%	19
2024 Q4	$28.4M	Buy	866,978 +65,577	+8%	+$2.17M	1.23%	12
2024 Q3	$27M	Buy	801,401 +71,206	+10%	+$2.37M	0.81%	20
2024 Q2	$23.8M	Buy	730,195 +46,053	+7%	+$1.49M	0.75%	21
2024 Q1	$22.4M	Buy	684,142 +129,425	+23%	+$4.22M	0.76%	19
2023 Q4	$18.1M	Buy	554,717 +119,234	+27%	+$3.79M	0.67%	24
2023 Q3	$13.7M	Buy	435,483 +215,792	+98%	+$6.87M	0.65%	26
2023 Q2	$7.05M	Buy	219,691 +20,402	+10%	+$659K	0.37%	62
2023 Q1	$6.47M	Buy	199,289 +20,967	+12%	+$676K	0.38%	65
2022 Q4	$5.68M	Buy	+178,322	New	+$5.64M	0.39%	61
2019 Q3	–	Sell	-7,243	Closed	-$253K	–	572
2019 Q2	$253K	Sell	7,243 -6,671	-48%	-$229K	0.04%	398
2019 Q1	$475K	Buy	13,914 +6,000	+76%	+$202K	0.09%	233
2018 Q4	$265K	Buy	+7,914	New	+$261K	0.06%	306

Other funds holding SPIB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Dynamic Advisor Solutions's SPIB Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 8.5% in Q2 2026, buying an estimated $2.46M and bringing the position to 937,504 shares worth $31.4M. The position accounts for 0.89% of the portfolio, ranked #22.

Dynamic Advisor Solutions first reported a position in SPIB in Q4 2018 and has held it in 18 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Dynamic Advisor Solutions held 937,504 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $31.4M as of Q2 2026.
Dynamic Advisor Solutions bought 73,506 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $2.46M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.89% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #22 holding.
Dynamic Advisor Solutions first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and has held it in 18 quarters since.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.