Baird Financial Group
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Baird Financial Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Baird Financial Group’s Portfolio SPMB Stock Details SPMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.1M Buy
1,078,449
+3,273
+0.3% +$73K 0.03% 337
2026
Q1 		$24.1M Buy
1,075,176
+43,609
+4% +$982K 0.04% 320
2025
Q4 		$23.1M Buy
1,031,567
+26,099
+3% +$587K 0.04% 338
2025
Q3 		$22.6M Buy
1,005,468
+695,167
+224% +$15.4M 0.04% 350
2025
Q2 		$6.86M Buy
310,301
+35,330
+13% +$770K 0.01% 614
2025
Q1 		$6.06M Sell
274,971
-34,919
-11% -$759K 0.01% 619
2024
Q4 		$6.68M Buy
309,890
+22,109
+8% +$484K 0.01% 598
2024
Q3 		$6.48M Buy
287,781
+41,445
+17% +$920K 0.01% 608
2024
Q2 		$5.31M Buy
246,336
+3,210
+1% +$68.6K 0.01% 647
2024
Q1 		$5.28M Buy
243,126
+38,433
+19% +$834K 0.01% 644
2023
Q4 		$4.52M Buy
+204,693
New +$4.3M 0.01% 683
2021
Q2 		– Sell
-47,090
Closed -$1.22M – 1778
2021
Q1 		$1.22M Sell
47,090
-8,781
-16% -$230K ﹤0.01% 1051
2020
Q4 		$1.48M Buy
55,871
+15,820
+39% +$419K ﹤0.01% 892
2020
Q3 		$1.07M Buy
40,051
+3,339
+9% +$89.1K ﹤0.01% 926
2020
Q2 		$984K Buy
36,712
+17,200
+88% +$461K ﹤0.01% 939
2020
Q1 		$521K Buy
+19,512
New +$513K ﹤0.01% 1050

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Baird Financial Group increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 0.3% in Q2 2026, buying an estimated $73K and bringing the position to 1,078,449 shares worth $24.1M. The position accounts for 0.03% of the portfolio, ranked #337.

Baird Financial Group first reported a position in SPMB in Q1 2020 and has held it in 16 quarters since. The position peaked at $24.1M in Q1 2026. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Baird Financial Group held 1,078,449 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $24.1M as of Q2 2026.
  • Baird Financial Group bought 3,273 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $73K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.03% of Baird Financial Group's portfolio in Q2 2026, its #337 holding.
  • Baird Financial Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2020 and has held it in 16 quarters since.
  • Baird Financial Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $24.1M in Q1 2026.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

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