Baird Financial Group
SLYV icon

Baird Financial Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Baird Financial Group’s Portfolio SLYV Stock Details SLYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.2M Buy
130,437
+5,340
+4% +$550K 0.02% 502
2026
Q1 		$11.8M Buy
125,097
+5,588
+5% +$540K 0.02% 517
2025
Q4 		$10.9M Buy
119,509
+4,684
+4% +$421K 0.02% 513
2025
Q3 		$10.2M Buy
114,825
+2,196
+2% +$187K 0.02% 536
2025
Q2 		$8.98M Buy
112,629
+1,600
+1% +$121K 0.02% 544
2025
Q1 		$8.7M Buy
111,029
+1,640
+1% +$139K 0.02% 537
2024
Q4 		$9.54M Buy
109,389
+3,349
+3% +$299K 0.02% 521
2024
Q3 		$9.21M Buy
106,040
+10,653
+11% +$892K 0.02% 535
2024
Q2 		$7.47M Sell
95,387
-2,924
-3% -$232K 0.02% 561
2024
Q1 		$8.16M Buy
98,311
+8,848
+10% +$709K 0.02% 527
2023
Q4 		$7.45M Buy
89,463
+3,814
+4% +$282K 0.02% 546
2023
Q3 		$6.2M Buy
85,649
+5,249
+7% +$406K 0.02% 564
2023
Q2 		$6.21M Buy
80,400
+625
+0.8% +$46.5K 0.02% 561
2023
Q1 		$6.08M Buy
79,775
+1,697
+2% +$135K 0.02% 532
2022
Q4 		$5.79M Buy
78,078
+1,081
+1% +$81.1K 0.02% 543
2022
Q3 		$5.17M Buy
76,997
+2,224
+3% +$167K 0.02% 556
2022
Q2 		$5.41M Buy
74,773
+7,800
+12% +$609K 0.02% 563
2022
Q1 		$5.58M Buy
66,973
+3,486
+5% +$289K 0.01% 586
2021
Q4 		$5.38M Buy
63,487
+4,738
+8% +$405K 0.01% 600
2021
Q3 		$4.82M Buy
58,749
+6,630
+13% +$544K 0.01% 612
2021
Q2 		$4.47M Sell
52,119
-4,357
-8% -$371K 0.01% 633
2021
Q1 		$4.63M Buy
56,476
+3,789
+7% +$292K 0.01% 599
2020
Q4 		$3.49M Sell
52,687
-2,004
-4% -$119K 0.01% 652
2020
Q3 		$2.74M Buy
54,691
+4,901
+10% +$251K 0.01% 652
2020
Q2 		$2.45M Sell
49,790
-11,129
-18% -$510K 0.01% 672
2020
Q1 		$2.49M Buy
+60,919
New +$3.45M 0.01% 632

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Baird Financial Group's SLYV Position: Q2 2026 in Review

Baird Financial Group increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 4.3% in Q2 2026, buying an estimated $550K and bringing the position to 130,437 shares worth $14.2M. The position accounts for 0.02% of the portfolio, ranked #502.

Baird Financial Group first reported a position in SLYV in Q1 2020 and has held it in 26 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Baird Financial Group held 130,437 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $14.2M as of Q2 2026.
  • Baird Financial Group bought 5,340 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $550K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.02% of Baird Financial Group's portfolio in Q2 2026, its #502 holding.
  • Baird Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
  • 617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.