Baird Financial Group’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148M | Buy |
279,820
+14,819
| +6% | +$7.81M | 0.26% | 68 |
|
|
2025
Q1 | $135M | Sell |
265,001
-1,669
| -0.6% | -$848K | 0.26% | 71 |
|
|
2024
Q4 | $133M | Buy |
266,670
+2,966
| +1% | +$1.48M | 0.25% | 76 |
|
|
2024
Q3 | $136M | Sell |
263,704
-5,298
| -2% | -$2.74M | 0.26% | 76 |
|
|
2024
Q2 | $120M | Buy |
269,002
+3,774
| +1% | +$1.68M | 0.25% | 82 |
|
|
2024
Q1 | $113M | Buy |
265,228
+13,187
| +5% | +$5.61M | 0.24% | 90 |
|
|
2023
Q4 | $111M | Buy |
252,041
+93,947
| +59% | +$41.4M | 0.25% | 90 |
|
|
2023
Q3 | $57.8M | Buy |
158,094
+2,363
| +2% | +$863K | 0.16% | 153 |
|
|
2023
Q2 | $62.4M | Sell |
155,731
-84,018
| -35% | -$33.7M | 0.16% | 146 |
|
|
2023
Q1 | $82.7M | Buy |
239,749
+34,203
| +17% | +$11.8M | 0.2% | 108 |
|
|
2022
Q4 | $68.8M | Buy |
205,546
+5,124
| +3% | +$1.72M | 0.18% | 127 |
|
|
2022
Q3 | $61.2M | Sell |
200,422
-265
| -0.1% | -$80.9K | 0.18% | 137 |
|
|
2022
Q2 | $67.6M | Sell |
200,687
-1,889
| -0.9% | -$637K | 0.19% | 123 |
|
|
2022
Q1 | $83.1M | Sell |
202,576
-5,140
| -2% | -$2.11M | 0.21% | 110 |
|
|
2021
Q4 | $98M | Buy |
207,716
+25,740
| +14% | +$12.1M | 0.23% | 98 |
|
|
2021
Q3 | $77.3M | Buy |
181,976
+19,430
| +12% | +$8.26M | 0.2% | 133 |
|
|
2021
Q2 | $66.7M | Sell |
162,546
-19,561
| -11% | -$8.03M | 0.17% | 147 |
|
|
2021
Q1 | $64.3M | Buy |
182,107
+1,380
| +0.8% | +$487K | 0.18% | 142 |
|
|
2020
Q4 | $59.4M | Buy |
180,727
+7,821
| +5% | +$2.57M | 0.18% | 154 |
|
|
2020
Q3 | $62.4M | Buy |
172,906
+3,624
| +2% | +$1.31M | 0.21% | 124 |
|
|
2020
Q2 | $55.8M | Buy |
169,282
+26,268
| +18% | +$8.65M | 0.21% | 128 |
|
|
2020
Q1 | $35.1M | Sell |
143,014
-52,295
| -27% | -$12.8M | 0.16% | 162 |
|
|
2019
Q4 | $53.3M | Buy |
195,309
+14,794
| +8% | +$4.04M | 0.19% | 132 |
|
|
2019
Q3 | $44.2M | Buy |
180,515
+3,967
| +2% | +$972K | 0.17% | 153 |
|
|
2019
Q2 | $40.2M | Buy |
176,548
+3,089
| +2% | +$704K | 0.16% | 164 |
|
|
2019
Q1 | $36.5M | Buy |
173,459
+12,915
| +8% | +$2.72M | 0.21% | 136 |
|
|
2018
Q4 | $27.3M | Buy |
160,544
+19,312
| +14% | +$3.28M | 0.19% | 148 |
|
|
2018
Q3 | $28.2M | Buy |
141,232
+4,790
| +4% | +$955K | 0.18% | 154 |
|
|
2018
Q2 | $27.8M | Buy |
136,442
+5,056
| +4% | +$1.03M | 0.19% | 155 |
|
|
2018
Q1 | $25.1M | Sell |
131,386
-8,351
| -6% | -$1.6M | 0.18% | 161 |
|
|
2017
Q4 | $23.7M | Buy |
139,737
+1,152
| +0.8% | +$195K | 0.17% | 161 |
|
|
2017
Q3 | $21.7M | Buy |
138,585
+845
| +0.6% | +$132K | 0.16% | 162 |
|
|
2017
Q2 | $20.1M | Sell |
137,740
-1,455
| -1% | -$212K | 0.16% | 171 |
|
|
2017
Q1 | $18.2M | Buy |
139,195
+68,306
| +96% | +$8.93M | 0.15% | 173 |
|
|
2016
Q4 | $7.62M | Sell |
70,889
-5,272
| -7% | -$567K | 0.07% | 286 |
|
|
2016
Q3 | $9.64M | Buy |
76,161
+39,781
| +109% | +$5.03M | 0.09% | 244 |
|
|
2016
Q2 | $3.95M | Buy |
+36,380
| New | +$3.95M | 0.04% | 407 |
|