Baird Financial Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Baird Financial Group’s Portfolio SPIP Stock Details SPIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-23,586	Closed	-$649K	–	1832
2022 Q2	$649K	Sell	23,586 -9,038	-28%	-$260K	﹤0.01%	1247
2022 Q1	$987K	Buy	+32,624	New	+$998K	﹤0.01%	1156
2017 Q2	–	Sell	-13,678	Closed	-$390K	–	1253
2017 Q1	$390K	Hold	13,678	–	–	﹤0.01%	1012
2016 Q4	$384K	Sell	13,678 -1,742	-11%	-$49.5K	﹤0.01%	985
2016 Q3	$448K	Buy	15,420 +618	+4%	+$17.9K	﹤0.01%	962
2016 Q2	$431K	Buy	14,802 +4,384	+42%	+$126K	﹤0.01%	952
2016 Q1	$298K	Sell	10,418 -454	-4%	-$12.6K	﹤0.01%	1055
2015 Q4	$297K	Buy	10,872 +3,172	+41%	+$87.5K	﹤0.01%	1067
2015 Q3	$213K	Buy	+7,700	New	+$214K	﹤0.01%	1146

Other funds holding SPIP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Baird Financial Group's SPIP Position: Q3 2022 in Review

Baird Financial Group sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2022, closing a stake of 23,586 shares — an estimated $649K sold.

Baird Financial Group first reported a position in SPIP in Q3 2015 and held it in 9 quarters. The position peaked at $987K in Q1 2022. 272 funds tracked by Wall St. Rank hold SPIP as of Q3 2022.

Baird Financial Group reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2022 after selling out during the quarter.
Baird Financial Group sold 23,586 State Street SPDR Portfolio TIPS ETF shares in Q3 2022, an estimated $649K.
Baird Financial Group first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2015 and held it in 9 quarters.
Baird Financial Group's State Street SPDR Portfolio TIPS ETF position peaked at $987K in Q1 2022.
272 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2022.

Based on Baird Financial Group's 13F filing for Q3 2022, filed 15 Nov 2022.