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Disclosery

Baird Financial Group, Inc.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baird Financial Group, Inc. on SPY, newest first. How the timeline and the estimate are built.

Baird Financial Group, Inc. held 622,868 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 622,868 shares
    Change vs previous 13F +641 shares

    0.64% of the 13F portfolio, value $465,139,136.

    13F-HR 0001648711-26-000006 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 622,227 shares
    Change vs previous 13F -24,931 shares

    0.63% of the 13F portfolio, value $404,659,514.

    13F-HR 0001648711-26-000004 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 647,158 shares
    Change vs previous 13F +27,503 shares

    0.69% of the 13F portfolio, value $441,309,983.

    13F-HR 0001648711-26-000002 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 619,655 shares
    Change vs previous 13F -2,022 shares

    0.66% of the 13F portfolio, value $412,801,552.

    13F-HR 0001648711-25-000026 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 621,677 shares
    Change vs previous 13F +4,838 shares

    0.67% of the 13F portfolio, value $384,103,135.

    13F-HR 0001083831-25-000011 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 616,839 shares
    Change vs previous 13F -17,454 shares

    0.66% of the 13F portfolio, value $345,053,874.

    13F-HR 0001648711-25-000019 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 634,293 shares
    Change vs previous 13F +13,335 shares

    0.71% of the 13F portfolio, value $371,746,441.

    13F-HR 0001648711-25-000009 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 620,958 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $356,280,863.

    13F-HR 0001728280-24-000014 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).