Dynamic Advisor Solutions’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-18,900	Closed	-$9.07K	–	881
2024 Q4	$9.07K	Buy	+18,900	New	+$11.1M	﹤0.01%	651
2021 Q3	–	Sell	-1,000	Closed	-$5K	–	808
2021 Q2	$5K	Buy	+1,000	New	+$417K	﹤0.01%	735
2021 Q1	–	Sell	-63,500	Closed	-$439K	–	769
2020 Q4	$439K	Buy	63,500 +61,500	+3,075%	+$21.8M	0.04%	393
2020 Q3	$7K	Buy	2,000 +1,100	+122%	+$365K	﹤0.01%	596
2020 Q2	$3K	Sell	900 -88,500	-99%	-$25.9M	﹤0.01%	544
2020 Q1	$400K	Buy	89,400 +36,000	+67%	+$11M	0.07%	279
2019 Q4	$422K	Buy	+53,400	New	+$16.4M	0.06%	338
2019 Q2	–	Sell	-5,000	Closed	-$1K	–	551
2019 Q1	$1K	Buy	+5,000	New	+$1.36M	﹤0.01%	430

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

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

Dynamic Advisor Solutions reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.5% in Q2 2026, selling an estimated $480K and leaving 25,530 shares worth $19.1M. The position accounts for 0.54% of the portfolio, ranked #39.

Dynamic Advisor Solutions first reported a position in SPY in Q4 2013 and has held it in 50 quarters since. The position peaked at $37.5M in Q1 2022. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Dynamic Advisor Solutions held 25,530 shares of State Street SPDR S&P 500 ETF Trust worth $19.1M as of Q2 2026.
Dynamic Advisor Solutions sold 662 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $480K.
State Street SPDR S&P 500 ETF Trust made up 0.54% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #39 holding.
Dynamic Advisor Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 50 quarters since.
Dynamic Advisor Solutions's State Street SPDR S&P 500 ETF Trust position peaked at $37.5M in Q1 2022.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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