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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
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
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis, Minnesota
$6.83B AUM
12.51%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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