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Showing 8 of 29 quarters

Position history for Baird Financial Group, Inc.Baird Financial Group, Inc.'s holdings in SELECT SECTOR SPDR TR

Baird Financial Group, Inc. holds 1.3M shares of XLRE (SELECT SECTOR SPDR TR), worth $52.6M as of 2026-Q1. The position was decreased (-0.5% shares). XLRE represents 0.1% of Baird Financial Group, Inc.'s portfolio.

Current Value

$52.6M

Current Shares

1.3M

Total Value Change

+$12.9M

Total Shares Change

+253,465

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.3M
-0.5%
$52.6M0.1%$43.70
0
2025-Q4
Decreased
1.3M
-0.8%
$52.2M0.1%$40.72
0
2025-Q3
Increased
1.3M
+2.0%
$55M0.1%$41.51
30
2025-Q2
Increased
1.3M
+1.5%
$53M0.1%$40.37
30
2025-Q1
Increased
1.3M
+0.9%
$52.8M0.1%$40.29
35
2024-Q4
Increased
1.2M
+0.3%
$50.8M0.1%$39.01
29
2024-Q3
Increased
1.2M
+20.4%
$55.7M0.1%$42.36
42
2024-Q2
Increased
1M
+2.8%
$39.7M0.1%$36.48
30

Other major holders of XLRE: PUBLIC INVESTMENT FUND, Creative Planning

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