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
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

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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return