Dynamic Advisor Solutions
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
Q3 		$7.5M Buy
253,532
+6,183
+2% +$185K 0.21% 103
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

Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
CTWM
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
WWM
Woodside Wealth Management Framingham, Massachusetts $146M AUM 13.89% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $280M AUM

Dynamic Advisor Solutions's SPSB Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 2.5% in Q3 2026, buying an estimated $185K and bringing the position to 253,532 shares worth $7.5M. The position accounts for 0.21% of the portfolio, ranked #103.

Dynamic Advisor Solutions first reported a position in SPSB in Q2 2022 and has held it in 18 quarters since. The position peaked at $14.5M in Q3 2025. 98 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

  • Dynamic Advisor Solutions held 253,532 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $7.5M as of Q3 2026.
  • Dynamic Advisor Solutions bought 6,183 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2026, an estimated $185K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.21% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #103 holding.
  • Dynamic Advisor Solutions first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Dynamic Advisor Solutions's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $14.5M in Q3 2025.
  • 98 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.