Baird Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $37.2M | Buy |
255,207
+10,553
| +4% | +$1.57M | 0.06% | 224 |
|
|
2025
Q4 | $34M | Buy |
244,654
+47,675
| +24% | +$6.63M | 0.05% | 236 |
|
|
2025
Q3 | $27.6M | Sell |
196,979
-5,794
| -3% | -$808K | 0.04% | 305 |
|
|
2025
Q2 | $27.5M | Sell |
202,773
-7,528
| -4% | -$998K | 0.05% | 292 |
|
|
2025
Q1 | $28.5M | Sell |
210,301
-2,309
| -1% | -$311K | 0.05% | 270 |
|
|
2024
Q4 | $28.1M | Sell |
212,610
-6,705
| -3% | -$936K | 0.05% | 278 |
|
|
2024
Q3 | $31.2M | Sell |
219,315
-10,204
| -4% | -$1.38M | 0.06% | 265 |
|
|
2024
Q2 | $29.2M | Sell |
229,519
-5,546
| -2% | -$714K | 0.06% | 260 |
|
|
2024
Q1 | $30.8M | Buy |
235,065
+4,161
| +2% | +$522K | 0.06% | 256 |
|
|
2023
Q4 | $28.9M | Buy |
230,904
+408
| +0.2% | +$47.9K | 0.07% | 257 |
|
|
2023
Q3 | $26.5M | Sell |
230,496
-8,261
| -3% | -$1.01M | 0.07% | 240 |
|
|
2023
Q2 | $29.3M | Buy |
238,757
+26,550
| +13% | +$3.24M | 0.08% | 237 |
|
|
2023
Q1 | $26.3M | Buy |
212,207
+13,142
| +7% | +$1.65M | 0.06% | 264 |
|
|
2022
Q4 | $24.9M | Buy |
199,065
+14,009
| +8% | +$1.73M | 0.07% | 271 |
|
|
2022
Q3 | $20.6M | Sell |
185,056
-391
| -0.2% | -$48.2K | 0.06% | 284 |
|
|
2022
Q2 | $22M | Buy |
185,447
+7,032
| +4% | +$877K | 0.06% | 288 |
|
|
2022
Q1 | $22.9M | Buy |
178,415
+3,996
| +2% | +$505K | 0.06% | 291 |
|
|
2021
Q4 | $22.5M | Sell |
174,419
-6,772
| -4% | -$843K | 0.05% | 297 |
|
|
2021
Q3 | $21.3M | Sell |
181,191
-2,494
| -1% | -$305K | 0.05% | 289 |
|
|
2021
Q2 | $22.5M | Buy |
183,685
+2,493
| +1% | +$308K | 0.06% | 283 |
|
|
2021
Q1 | $21.4M | Sell |
181,192
-5,987
| -3% | -$671K | 0.06% | 282 |
|
|
2020
Q4 | $19.8M | Buy |
187,179
+3,867
| +2% | +$391K | 0.06% | 287 |
|
|
2020
Q3 | $16.9M | Sell |
183,312
-4,199
| -2% | -$396K | 0.06% | 296 |
|
|
2020
Q2 | $17.1M | Sell |
187,511
-65,610
| -26% | -$5.77M | 0.06% | 266 |
|
|
2020
Q1 | $20.2M | Sell |
253,121
-9,535
| -4% | -$940K | 0.09% | 231 |
|
|
2019
Q4 | $28.3M | Sell |
262,656
-244,966
| -48% | -$25.7M | 0.1% | 222 |
|
|
2019
Q3 | $52.1M | Sell |
507,622
-10,226
| -2% | -$1.03M | 0.21% | 125 |
|
|
2019
Q2 | $52.2M | Sell |
517,848
-1,568
| -0.3% | -$157K | 0.2% | 127 |
|
|
2019
Q1 | $51.6M | Buy |
519,416
+316,239
| +156% | +$30.4M | 0.3% | 94 |
|
|
2018
Q4 | $18.2M | Buy |
203,177
+122,860
| +153% | +$11.6M | 0.12% | 205 |
|
|
2018
Q3 | $7.86M | Buy |
80,317
+8,211
| +11% | +$796K | 0.05% | 343 |
|
|
2018
Q2 | $6.68M | Sell |
72,106
-4,916
| -6% | -$453K | 0.05% | 368 |
|
|
2018
Q1 | $7.02M | Sell |
77,022
-35,880
| -32% | -$3.35M | 0.05% | 356 |
|
|
2017
Q4 | $10.7M | Buy |
112,902
+61
| +0.1% | +$5.72K | 0.08% | 269 |
|
|
2017
Q3 | $10.3M | Buy |
112,841
+1,895
| +2% | +$170K | 0.08% | 262 |
|
|
2017
Q2 | $9.86M | Sell |
110,946
-4,929
| -4% | -$437K | 0.08% | 263 |
|
|
2017
Q1 | $10.2M | Sell |
115,875
-297
| -0.3% | -$26K | 0.08% | 247 |
|
|
2016
Q4 | $9.94M | Sell |
116,172
-32,688
| -22% | -$2.75M | 0.09% | 230 |
|
|
2016
Q3 | $12.6M | Sell |
148,860
-167,891
| -53% | -$14.3M | 0.11% | 194 |
|
|
2016
Q2 | $12.9M | Buy |
316,751
+182,597
| +136% | +$14.8M | 0.12% | 188 |
|
|
2016
Q1 | $10.7M | Buy |
134,154
+3,002
| +2% | +$222K | 0.1% | 209 |
|
|
2015
Q4 | $9.65M | Buy |
131,152
+4,707
| +4% | +$359K | 0.1% | 221 |
|
|
2015
Q3 | $9.12M | Sell |
126,445
-45,692
| -27% | -$3.44M | 0.1% | 215 |
|
|
2015
Q2 | $13.1M | Buy |
+172,137
| New | +$13.5M | 0.13% | 183 |
|
Other funds holding SDY
JIC
Baird Financial Group's SDY Position: Q1 2026 in Review
Baird Financial Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 4.3% in Q1 2026, buying an estimated $1.57M and bringing the position to 255,207 shares worth $37.2M. The position accounts for 0.06% of the portfolio, ranked #224.
Baird Financial Group first reported a position in SDY in Q2 2015 and has held it in 44 quarters since. The position peaked at $52.2M in Q2 2019. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Baird Financial Group held 255,207 shares of State Street SPDR S&P Dividend ETF worth $37.2M as of Q1 2026.
- Baird Financial Group bought 10,553 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $1.57M.
- State Street SPDR S&P Dividend ETF made up 0.06% of Baird Financial Group's portfolio in Q1 2026, its #224 holding.
- Baird Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2015 and has held it in 44 quarters since.
- Baird Financial Group's State Street SPDR S&P Dividend ETF position peaked at $52.2M in Q2 2019.
- 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.