Baird Financial Group
SPTM icon

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
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 $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Baird Financial Group's SPTM Position: Q1 2026 in Review

Baird Financial Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.66% in Q1 2026, buying an estimated $1.65K and bringing the position to 3,050 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Baird Financial Group first reported a position in SPTM in Q4 2023 and has held it in 9 quarters since. The position peaked at $269K in Q3 2024. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Baird Financial Group held 3,050 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $241K as of Q1 2026.
  • Baird Financial Group bought 20 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $1.65K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1712 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 9 quarters since.
  • Baird Financial Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $269K in Q3 2024.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.