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 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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Baird Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5% in Q2 2026, buying an estimated $1.35M and bringing the position to 328,764 shares worth $28.9M. The position accounts for 0.04% of the portfolio, ranked #291.

Baird Financial Group first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. 1,721 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Baird Financial Group held 328,764 shares of State Street SPDR Portfolio S&P 500 ETF worth $28.9M as of Q2 2026.
Baird Financial Group bought 15,771 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.35M.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Baird Financial Group's portfolio in Q2 2026, its #291 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 8 quarters since.
1,721 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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