Baird Financial Group
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Baird Financial Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Baird Financial Group’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$30.5M Buy
339,434
+10,670
+3% +$954K 0.04% 270
2026
Q2 		$28.9M Buy
328,764
+15,771
+5% +$1.35M 0.04% 291
2026
Q1 		$24M Buy
312,993
+13,781
+5% +$1.1M 0.04% 323
2025
Q4 		$24M Sell
299,212
-6,577
-2% -$523K 0.04% 328
2025
Q3 		$24M Buy
305,789
+251,896
+467% +$19M 0.04% 329
2025
Q2 		$3.92M Sell
53,893
-4,333
-7% -$291K 0.01% 799
2025
Q1 		$3.83M Sell
58,226
-344,622
-86% -$23.8M 0.01% 764
2024
Q4 		$27.8M Buy
402,848
+399,321
+11,322% +$27.7M 0.05% 282
2024
Q3 		$238K Buy
+3,527
New +$229K ﹤0.01% 1617

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
USS Investment Management
USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Baird Financial Group's SPYM Position: Q3 2026 in Review

Baird Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.2% in Q3 2026, buying an estimated $954K and bringing the position to 339,434 shares worth $30.5M. The position accounts for 0.04% of the portfolio, ranked #270.

Baird Financial Group first reported a position in SPYM in Q3 2024 and has held it in 9 quarters since. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Baird Financial Group held 339,434 shares of State Street SPDR Portfolio S&P 500 ETF worth $30.5M as of Q3 2026.
  • Baird Financial Group bought 10,670 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $954K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Baird Financial Group's portfolio in Q3 2026, its #270 holding.
  • Baird Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 9 quarters since.
  • 1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Baird Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.