SPLG — SPDR SERIES TRUST

Ownership history in Dynamic Advisor Solutions LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in SPDR SERIES TRUST (SPLG). 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.

Peak position
2.14% (2025 Q4)
Avg. % of fund
0.87%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 831,519 +42,671 +5.4% 2.14% $66.7M $80.02
2025 Q3 ADDED 788,848 +22,927 +3.0% 1.79% $61.8M $77.92
2025 Q2 ADDED 765,921 +23,538 +3.2% 1.72% $55.7M $72.08
2025 Q1 REDUCED 742,383 -16,987 -2.2% 1.61% $48.8M $65.01
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPLG price (monthly, adj. close)

Other funds also holding SPLG

As of 2025 Q4 — sorted by position size

Revere Asset Management, Inc 44.53% Brown Financial Advisory 3Y 42.82% Sterling Group Wealth Management, LLC 3Y 40.0% 1900 WEALTH MANAGEMENT LLC 3Y 30.62% Bauman Advisory Group, LLC 28.82% Private Wealth Group, LLC 3Y 7Y 28.59% Macco Financial Group, Inc. 28.26% USS Investment Management Ltd 3Y 7Y 24.76% Stadion Money Management, LLC 3Y 7Y 24.67% Peterson Wealth Advisors, LLC 3Y 7Y 24.57%
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