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 Q3	$78.8M	Buy	877,579 +23,066	+3%	+$2.06M	2.24%	2
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

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

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

Dynamic Advisor Solutions increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.7% in Q3 2026, buying an estimated $2.06M and bringing the position to 877,579 shares worth $78.8M. The position accounts for 2.24% of the portfolio, ranked #2.

Dynamic Advisor Solutions first reported a position in SPYM in Q4 2018 and has held it in 25 quarters since. 130 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Dynamic Advisor Solutions held 877,579 shares of State Street SPDR Portfolio S&P 500 ETF worth $78.8M as of Q3 2026.
Dynamic Advisor Solutions bought 23,066 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $2.06M.
State Street SPDR Portfolio S&P 500 ETF made up 2.24% of Dynamic Advisor Solutions's portfolio in Q3 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 25 quarters since.
130 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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