Baird Financial Group
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Baird Financial Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Baird Financial Group’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$277K Sell
3,047
-3
-0.1% -$264 ﹤0.01% 1758
2026
Q1 		$241K Buy
3,050
+20
+0.7% +$1.65K ﹤0.01% 1712
2025
Q4 		$250K Hold
3,030
– – ﹤0.01% 1687
2025
Q3 		$244K Buy
+3,030
New +$235K ﹤0.01% 1685
2025
Q2 		– Sell
-3,419
Closed -$233K – 1850
2025
Q1 		$233K Buy
3,419
+1
+0% +$72 ﹤0.01% 1650
2024
Q4 		$244K Sell
3,418
-421
-11% -$30.3K ﹤0.01% 1624
2024
Q3 		$269K Hold
3,839
– – ﹤0.01% 1574
2024
Q2 		$255K Hold
3,839
– – ﹤0.01% 1606
2024
Q1 		$246K Hold
3,839
– – ﹤0.01% 1618
2023
Q4 		$224K Buy
+3,839
New +$210K ﹤0.01% 1605

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Baird Financial Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.1% in Q2 2026, selling an estimated $264 and leaving 3,047 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Baird Financial Group first reported a position in SPTM in Q4 2023 and has held it in 10 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Baird Financial Group held 3,047 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $277K as of Q2 2026.
  • Baird Financial Group sold 3 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $264.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1758 holding.
  • Baird Financial Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
  • 778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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