DAS
SPSB icon

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

Dynamic Advisor Solutions’s Portfolio SPSB Stock Details SPSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.42M Buy
247,349
+2,039
+0.8% +$61.2K 0.21% 114
2026
Q1 		$7.38M Buy
245,310
+9,430
+4% +$285K 0.23% 97
2025
Q4 		$7.12M Sell
235,880
-243,319
-51% -$7.35M 0.23% 96
2025
Q3 		$14.5M Buy
479,199
+41,620
+10% +$1.26M 0.42% 56
2025
Q2 		$13.2M Buy
437,579
+32,712
+8% +$981K 0.41% 57
2025
Q1 		$12.2M Buy
404,867
+31,649
+8% +$948K 0.4% 59
2024
Q4 		$11.1M Buy
373,218
+12,337
+3% +$370K 0.48% 46
2024
Q3 		$10.9M Buy
360,881
+11,166
+3% +$335K 0.33% 70
2024
Q2 		$10.4M Sell
349,715
-130,206
-27% -$3.86M 0.33% 69
2024
Q1 		$14.3M Buy
479,921
+25,576
+6% +$761K 0.48% 46
2023
Q4 		$13.5M Buy
454,345
+11,939
+3% +$351K 0.5% 43
2023
Q3 		$13M Buy
442,406
+13,135
+3% +$386K 0.61% 29
2023
Q2 		$12.6M Buy
429,271
+241,276
+128% +$7.12M 0.66% 21
2023
Q1 		$5.57M Buy
187,995
+97,513
+108% +$2.88M 0.33% 82
2022
Q4 		$2.66M Buy
90,482
+44,161
+95% +$1.29M 0.18% 142
2022
Q3 		$1.35M Buy
46,321
+31,995
+223% +$950K 0.1% 207
2022
Q2 		$426K Buy
+14,326
New +$428K 0.03% 442

Other funds holding SPSB

RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return