Baird Financial Group

Baird Financial Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.1M	Buy	108,044 +54,209	+101%	+$1.56M	﹤0.01%	897
2025 Q4	$1.55M	Buy	53,835 +2,043	+4%	+$59.1K	﹤0.01%	1116
2025 Q3	$1.5M	Buy	+51,792	New	+$1.49M	﹤0.01%	1141
2020 Q2	–	Sell	-10,201	Closed	-$338K	–	1580
2020 Q1	$338K	Buy	+10,201	New	+$325K	﹤0.01%	1177
2016 Q1	–	Sell	-43,428	Closed	-$1.31M	–	1275
2015 Q4	$1.31M	Sell	43,428 -1,860	-4%	-$56K	0.01%	627
2015 Q3	$1.37M	Sell	45,288 -2,202	-5%	-$66.3K	0.01%	614
2015 Q2	$1.43M	Buy	+47,490	New	+$1.43M	0.01%	634

Other funds holding SPTI

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return