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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$75.1M	Buy	854,513 +2,041	+0.2%	+$174K	2.13%	2
2026 Q1	$65.2M	Buy	852,472 +20,953	+3%	+$1.68M	2.06%	2
2025 Q4	$66.7M	Buy	831,519 +42,671	+5%	+$3.39M	2.14%	2
2025 Q3	$61.8M	Buy	788,848 +22,927	+3%	+$1.73M	1.79%	5
2025 Q2	$55.7M	Buy	765,921 +23,538	+3%	+$1.58M	1.72%	4
2025 Q1	$48.8M	Buy	+742,383	New	+$51.3M	1.61%	5
2024 Q4	–	Sell	-759,370	Closed	-$51.3M	–	819
2024 Q3	$51.3M	Buy	759,370 +2,907	+0.4%	+$189K	1.54%	6
2024 Q2	$48.4M	Buy	756,463 +40,345	+6%	+$2.48M	1.52%	7
2024 Q1	$44.1M	Sell	716,118 -8,322	-1%	-$487K	1.49%	5
2023 Q4	$39.9M	Buy	724,440 +24,397	+3%	+$1.28M	1.49%	5
2023 Q3	$35.2M	Buy	700,043 +18,015	+3%	+$942K	1.66%	4
2023 Q2	$35.5M	Buy	682,028 +265,928	+64%	+$13.1M	1.84%	4
2023 Q1	$20M	Buy	416,100 +292,323	+236%	+$13.7M	1.17%	10
2022 Q4	$5.57M	Buy	123,777 +112,440	+992%	+$5.08M	0.38%	64
2022 Q3	$476K	Buy	+11,337	New	+$529K	0.04%	402
2022 Q1	–	Sell	-8,216	Closed	-$459K	–	782
2021 Q4	$459K	Sell	8,216 -23,099	-74%	-$1.25M	0.03%	452
2021 Q3	$1.58M	Buy	31,315 +26,201	+512%	+$1.36M	0.12%	202
2021 Q2	$257K	Hold	5,114	–	–	0.02%	594
2021 Q1	$238K	Buy	+5,114	New	+$232K	0.02%	567
2020 Q1	–	Sell	-21,432	Closed	-$811K	–	587
2019 Q4	$811K	Buy	21,432 +3,538	+20%	+$128K	0.11%	219
2019 Q3	$624K	Buy	17,894 +1,075	+6%	+$37.4K	0.1%	239
2019 Q2	$581K	Buy	16,819 +955	+6%	+$32.4K	0.09%	230
2019 Q1	$527K	Buy	15,864 +67	+0.4%	+$2.14K	0.1%	213
2018 Q4	$493K	Buy	+15,797	New	+$498K	0.1%	204

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Dynamic Advisor Solutions increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.24% in Q2 2026, buying an estimated $174K and bringing the position to 854,513 shares worth $75.1M. The position accounts for 2.13% of the portfolio, ranked #2.

Dynamic Advisor Solutions first reported a position in SPYM in Q4 2018 and has held it in 24 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Dynamic Advisor Solutions held 854,513 shares of State Street SPDR Portfolio S&P 500 ETF worth $75.1M as of Q2 2026.
Dynamic Advisor Solutions bought 2,041 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $174K.
State Street SPDR Portfolio S&P 500 ETF made up 2.13% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #2 holding.
Dynamic Advisor Solutions first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 24 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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