Baird Financial Group
SPSM icon

Baird Financial Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Baird Financial Group’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.07M Buy
105,225
+1,970
+2% +$105K 0.01% 737
2026
Q1 		$4.99M Sell
103,255
-4,080
-4% -$202K 0.01% 738
2025
Q4 		$5.03M Sell
107,335
-5,124
-5% -$239K 0.01% 735
2025
Q3 		$5.21M Sell
112,459
-3,471
-3% -$156K 0.01% 721
2025
Q2 		$4.94M Sell
115,930
-464
-0.4% -$18.7K 0.01% 725
2025
Q1 		$4.74M Sell
116,394
-15,465
-12% -$681K 0.01% 703
2024
Q4 		$5.92M Buy
131,859
+8,952
+7% +$416K 0.01% 631
2024
Q3 		$5.59M Buy
122,907
+2,903
+2% +$128K 0.01% 642
2024
Q2 		$4.98M Buy
120,004
+6,062
+5% +$253K 0.01% 668
2024
Q1 		$4.9M Buy
113,942
+14,479
+15% +$599K 0.01% 665
2023
Q4 		$4.2M Buy
99,463
+14,863
+18% +$560K 0.01% 697
2023
Q3 		$3.12M Sell
84,600
-834
-1% -$32.5K 0.01% 761
2023
Q2 		$3.32M Buy
+85,434
New +$3.18M 0.01% 752

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Baird Financial Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.9% in Q2 2026, buying an estimated $105K and bringing the position to 105,225 shares worth $6.07M. The position accounts for 0.01% of the portfolio, ranked #737.

Baird Financial Group first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Baird Financial Group held 105,225 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.07M as of Q2 2026.
  • Baird Financial Group bought 1,970 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $105K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #737 holding.
  • Baird Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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