Baird Financial Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$641K	Buy	9,487 +1,360	+17%	+$87.5K	﹤0.01%	1462
2026 Q1	$481K	Hold	8,127	–	–	﹤0.01%	1490
2025 Q4	$471K	Hold	8,127	–	–	﹤0.01%	1491
2025 Q3	$465K	Buy	8,127 +683	+9%	+$38.5K	﹤0.01%	1495
2025 Q2	$405K	Sell	7,444 -80	-1%	-$4.12K	﹤0.01%	1487
2025 Q1	$385K	Buy	7,524 +169	+2%	+$9.21K	﹤0.01%	1473
2024 Q4	$402K	Buy	7,355 +2,626	+56%	+$148K	﹤0.01%	1453
2024 Q3	$259K	Hold	4,729	–	–	﹤0.01%	1590
2024 Q2	$243K	Hold	4,729	–	–	﹤0.01%	1617
2024 Q1	$252K	Buy	+4,729	New	+$235K	﹤0.01%	1613
2023 Q2	–	Sell	-63,946	Closed	-$2.81M	–	1757
2023 Q1	$2.81M	Sell	63,946 -115	-0.2%	-$5.15K	0.01%	779
2022 Q4	$2.72M	Buy	+64,061	New	+$2.72M	0.01%	774

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Baird Financial Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 17% in Q2 2026, buying an estimated $87.5K and bringing the position to 9,487 shares worth $641K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Baird Financial Group first reported a position in SPMD in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.81M in Q1 2023. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Baird Financial Group held 9,487 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $641K as of Q2 2026.
Baird Financial Group bought 1,360 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $87.5K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1462 holding.
Baird Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 12 quarters since.
Baird Financial Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.81M in Q1 2023.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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