Ownership history in Dynamic Advisor Solutions LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Dynamic Advisor Solutions LLC underperformed the S&P 500 by β31.1% annually on this SPIB position. Timing score: 62% (10/16 decisions correct). Average cost basis: $29.23. Maximum drawdown during holding period: β1.4%.
β Significantly underperformed the S&P 500 by 31.1% ann.
16 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 16 add/trim decisions correct
Best entry: $24.01 (2014 Q3) Β· Worst: $33.57 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
13 adds Β· 4 trims. Bought during 4 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.88% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size