Hi juliekd,
I'm no expert, but my dd went through a spelling phase sometime in her 2s.
She had those foam letters you can have in the bathtub and she used to love to spell words. Some of them she knew herself (her name, mommy, daddy, etc) and some I am sure she memorized (the word "Noel" written for the holidays on a neighbor's roof).
Can your ds read the words he spells? My dd could read the words she spelled at that age. Not sure if that might make a difference in the spelling vs. sequencing.
By the time she was 3, my dd had lost interest in spelling, focusing instead on reading and math. She is now learning spelling again in kindergarten. I am aware of many gifted children who are very advanced spellers. My dd just isn't one of them.
I'm not sure if my response is helpful.
Is this something that has you concerned?