Ownership history in Dynamic Advisor Solutions LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in SPDR SERIES TRUST (SPIB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 813,747 | +24,023 | +3.0% | 0.88% | $27.5M | $33.57 |
| 2025 Q3 | REDUCED | 789,724 | -43,333 | -5.2% | 0.78% | $26.8M | $33.16 |
| 2025 Q2 | ADDED | 833,057 | +64,515 | +8.4% | 0.86% | $28.0M | $32.49 |
| 2025 Q1 | REDUCED | 768,542 | -98,436 | -11.4% | 0.84% | $25.5M | $31.80 |
| 2024 Q4 | ADDED | 866,978 | +65,577 | +8.2% | 1.23% | $28.4M | $31.11 |
| 2024 Q3 | ADDED | 801,401 | +71,206 | +9.8% | 0.81% | $27.0M | $31.54 |
| 2024 Q2 | ADDED | 730,195 | +46,053 | +6.7% | 0.75% | $23.8M | $30.13 |
| 2024 Q1 | ADDED | 684,142 | +129,425 | +23.3% | 0.76% | $22.4M | $29.91 |
| 2023 Q4 | ADDED | 554,717 | +119,234 | +27.4% | 0.67% | $18.1M | $29.83 |
| 2023 Q3 | ADDED | 435,483 | +215,792 | +98.2% | 0.65% | $13.7M | $28.16 |
As of 2025 Q4 — sorted by position size