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

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

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

Dynamic Advisor Solutions reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q3 2026, selling an estimated $2.05M and leaving 22,832 shares worth $17.4M. The position accounts for 0.49% of the portfolio, ranked #44.

Dynamic Advisor Solutions first reported a position in SPY in Q4 2013 and has held it in 51 quarters since. The position peaked at $37.5M in Q1 2022. 1,246 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Dynamic Advisor Solutions held 22,832 shares of State Street SPDR S&P 500 ETF Trust worth $17.4M as of Q3 2026.
Dynamic Advisor Solutions sold 2,698 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $2.05M.
State Street SPDR S&P 500 ETF Trust made up 0.49% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #44 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 51 quarters since.
Dynamic Advisor Solutions's State Street SPDR S&P 500 ETF Trust position peaked at $37.5M in Q1 2022.
1,246 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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