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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

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Dynamic Advisor Solutions increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.83% in Q2 2026, buying an estimated $61.2K and bringing the position to 247,349 shares worth $7.42M. The position accounts for 0.21% of the portfolio, ranked #114.

Dynamic Advisor Solutions first reported a position in SPSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.5M in Q3 2025. 574 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Dynamic Advisor Solutions held 247,349 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $7.42M as of Q2 2026.
  • Dynamic Advisor Solutions bought 2,039 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $61.2K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.21% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #114 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 17 quarters since.
  • Dynamic Advisor Solutions's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $14.5M in Q3 2025.
  • 574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

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