Baird Financial Group
SPAB icon

Baird Financial Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Baird Financial Group’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,217
Closed -$212K – 1908
2025
Q4 		$212K Buy
+8,217
New +$213K ﹤0.01% 1723
2024
Q1 		– Sell
-734,389
Closed -$18.8M – 1796
2023
Q4 		$18.8M Buy
+734,389
New +$18.1M 0.04% 327
2023
Q2 		– Sell
-16,158
Closed -$417K – 1754
2023
Q1 		$417K Sell
16,158
-10,355
-39% -$265K ﹤0.01% 1383
2022
Q4 		$666K Hold
26,513
– – ﹤0.01% 1189
2022
Q3 		$661K Sell
26,513
-1,176,131
-98% -$30.8M ﹤0.01% 1190
2022
Q2 		$31.7M Buy
+1,202,644
New +$32M 0.09% 233
2020
Q3 		– Sell
-11,945
Closed -$369K – 1568
2020
Q2 		$369K Buy
+11,945
New +$365K ﹤0.01% 1229
2017
Q4 		– Sell
-14,386
Closed -$415K – 1297
2017
Q3 		$415K Buy
14,386
+1,844
+15% +$53.3K ﹤0.01% 1031
2017
Q2 		$362K Buy
12,542
+14
+0.1% +$403 ﹤0.01% 1047
2017
Q1 		$358K Buy
+12,528
New +$357K ﹤0.01% 1039

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Baird Financial Group's SPAB Position: Q1 2026 in Review

Baird Financial Group sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026, closing a stake of 8,217 shares — an estimated $212K sold.

Baird Financial Group first reported a position in SPAB in Q1 2017 and held it in 10 quarters. The position peaked at $31.7M in Q2 2022. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Baird Financial Group reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Baird Financial Group sold 8,217 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $212K.
  • Baird Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2017 and held it in 10 quarters.
  • Baird Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $31.7M in Q2 2022.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.