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 SER TR (ONEY). 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 Q3 | REDUCED | 1,779 | -122 | -6.4% | 0.01% | $201K | $112.20 |
| 2025 Q2 | REDUCED | 1,901 | -7 | -0.4% | 0.01% | $206K | $106.49 |
| 2025 Q1 | ADDED | 1,908 | +16 | +0.8% | 0.01% | $208K | $106.52 |
| 2024 Q3 | REDUCED | 1,892 | -473 | -20.0% | 0.01% | $212K | $107.74 |
| 2024 Q2 | REDUCED | 2,365 | -702 | -22.9% | 0.01% | $245K | $98.84 |
| 2024 Q1 | REDUCED | 3,067 | -2,328 | -43.2% | 0.01% | $333K | $102.62 |
| 2023 Q4 | ADDED | 5,395 | +1,331 | +32.8% | 0.02% | $541K | $94.42 |
| 2023 Q3 | REDUCED | 4,064 | -165 | -3.9% | 0.02% | $371K | $85.01 |
| 2023 Q2 | REDUCED | 4,229 | -9 | -0.2% | 0.02% | $403K | $87.84 |
| 2023 Q1 | ADDED | 4,238 | +736 | +21.0% | 0.02% | $400K | $86.21 |
As of 2025 Q4 — sorted by position size